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 | $151,313 | $84,685+78.7% | $142,942+5.9% | $67,986+122.6% |
| Participation rate | 50.4% | 61.4%-11.0pp | 76.8%-26.4pp | 57.2%-6.8pp |
| Annual return | 23.61% | 35.89%-12.3pp | 113.70%-90.1pp | 31.67%-8.1pp |
| Employer contribution / active EE | $2,930 | $2,263+29.5% | $4,139-29.2% | $2,019+45.1% |
| Participant deferral / active EE | $5,386 | $3,832+40.5% | $7,128-24.4% | $3,358+60.4% |
| Admin fee / account holder | $8,656 | $3,229+168.1% | $12,475-30.6% | $3,203+170.2% |