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 | $212,718 | $101,724+109.1% | $164,813+29.1% | $80,856+163.1% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.6%-15.0pp |
| Annual return | 27.32% | 16.72%+10.6pp | 69.93%-42.6pp | 35.59%-8.3pp |
| Employer contribution / active EE | $1,336 | $2,953-54.8% | $4,341-69.2% | $2,755-51.5% |
| Participant deferral / active EE | $3,466 | $4,477-22.6% | $6,031-42.5% | $4,296-19.3% |
| Admin fee / account holder | $2,141 | $8,227-74.0% | $12,690-83.1% | $6,918-69.0% |