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 | $171,786 | $81,460+110.9% | $103,333+66.2% | $80,856+112.5% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.6%-44.1pp |
| Annual return | 11.31% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,868-67.2% | $2,755-54.0% |
| Participant deferral / active EE | $2,454 | $3,869-36.6% | $5,057-51.5% | $4,296-42.9% |
| Admin fee / account holder | $8,701 | $6,566+32.5% | $8,355+4.1% | $6,918+25.8% |