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 | $175,524 | $54,705+220.9% | $71,209+146.5% | $84,808+107.0% |
| Participation rate | 44.7% | 64.1%-19.3pp | 73.8%-29.0pp | 68.3%-23.6pp |
| Annual return | 14.48% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,660 | $2,158+23.3% | $2,721-2.2% | $2,631+1.1% |
| Participant deferral / active EE | $5,209 | $3,030+71.9% | $4,175+24.8% | $4,212+23.7% |
| Admin fee / account holder | $5,059 | $4,863+4.0% | $5,349-5.4% | $7,344-31.1% |