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 | $166,880 | $79,557+109.8% | $118,746+40.5% | $70,131+138.0% |
| Participation rate | 64.0% | 71.4%-7.4pp | 78.3%-14.3pp | 69.5%-5.5pp |
| Annual return | 17.41% | 25.64%-8.2pp | 24.54%-7.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,211 | $2,861+47.2% | $4,193+0.4% | $2,342+79.8% |
| Participant deferral / active EE | $6,759 | $4,089+65.3% | $5,332+26.7% | $3,332+102.9% |
| Admin fee / account holder | $2,198 | $5,374-59.1% | $10,720-79.5% | $4,645-52.7% |