See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,931 | $81,460+199.4% | $103,333+136.1% | $80,856+201.7% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 11.70% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,825 | $3,105-41.2% | $3,868-52.8% | $2,755-33.8% |
| Participant deferral / active EE | $3,684 | $3,869-4.8% | $5,057-27.2% | $4,296-14.2% |
| Admin fee / account holder | $530 | $6,566-91.9% | $8,355-93.7% | $6,918-92.3% |