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 | $179,491 | $80,717+122.4% | $154,803+15.9% | $84,808+111.6% |
| Participation rate | 30.4% | 66.8%-36.4pp | 78.1%-47.6pp | 68.3%-37.9pp |
| Annual return | 17.70% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,977 | $2,761-28.4% | $4,305-54.1% | $2,631-24.9% |
| Participant deferral / active EE | $3,189 | $3,303-3.5% | $5,540-42.4% | $4,212-24.3% |
| Admin fee / account holder | $4,228 | $6,746-37.3% | $14,329-70.5% | $7,344-42.4% |