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 | $166,301 | $113,339+46.7% | $94,993+75.1% | $147,584+12.7% |
| Participation rate | 44.4% | 78.0%-33.5pp | 73.9%-29.4pp | 82.8%-38.4pp |
| Annual return | 17.22% | 20.77%-3.5pp | 27.12%-9.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,001 | $3,160-68.3% | $2,603-61.5% | $4,876-79.5% |
| Participant deferral / active EE | $3,415 | $3,777-9.6% | $3,317+3.0% | $5,439-37.2% |
| Admin fee / account holder | $1,834 | $6,063-69.8% | $4,960-63.0% | $10,885-83.2% |