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 | $227,382 | $102,245+122.4% | $89,340+154.5% | $137,256+65.7% |
| Participation rate | 18.2% | 74.9%-56.7pp | 69.6%-51.4pp | 80.0%-61.8pp |
| Annual return | 15.00% | 21.89%-6.9pp | 20.57%-5.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $511 | $2,529-79.8% | $2,231-77.1% | $4,156-87.7% |
| Participant deferral / active EE | $1,841 | $4,436-58.5% | $3,823-51.9% | $6,407-71.3% |
| Admin fee / account holder | $7,706 | $8,085-4.7% | $6,704+14.9% | $12,270-37.2% |