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 | $184,768 | $111,754+65.3% | $103,333+78.8% | $145,922+26.6% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 20.55% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,164 | $4,212-72.4% | $3,868-69.9% | $4,660-75.0% |
| Participant deferral / active EE | $2,303 | $5,619-59.0% | $5,057-54.5% | $6,688-65.6% |
| Admin fee / account holder | $1,063 | $9,750-89.1% | $8,355-87.3% | $13,397-92.1% |