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 | $162,704 | $87,733+85.5% | $106,548+52.7% | $85,850+89.5% |
| Participation rate | 44.4% | 71.9%-27.5pp | 76.1%-31.7pp | 69.3%-24.9pp |
| Annual return | 16.50% | 21.86%-5.4pp | 26.80%-10.3pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,368 | $2,073-34.0% | $2,819-51.5% | $2,565-46.7% |
| Participant deferral / active EE | $2,214 | $3,469-36.2% | $4,398-49.7% | $3,952-44.0% |
| Admin fee / account holder | $8,910 | $6,767+31.7% | $7,407+20.3% | $6,260+42.3% |