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 | $148,205 | $51,576+187.4% | $129,207+14.7% | $80,856+83.3% |
| Participation rate | 51.4% | 57.0%-5.5pp | 69.6%-18.2pp | 67.6%-16.2pp |
| Annual return | 12.24% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,401 | $1,584+51.6% | $4,153-42.2% | $2,755-12.8% |
| Participant deferral / active EE | $4,494 | $2,669+68.4% | $4,168+7.8% | $4,296+4.6% |
| Admin fee / account holder | $3,778 | $4,305-12.2% | $7,715-51.0% | $6,918-45.4% |