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 | $137,558 | $65,365+110.4% | $92,893+48.1% | $72,985+88.5% |
| Participation rate | 42.0% | 68.3%-26.3pp | 76.0%-34.0pp | 69.5%-27.5pp |
| Annual return | 19.47% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $6,703 | $2,594+158.4% | $3,653+83.5% | $2,440+174.7% |
| Participant deferral / active EE | $1,346 | $3,128-57.0% | $4,236-68.2% | $3,607-62.7% |
| Admin fee / account holder | $6,361 | $4,251+49.6% | $5,794+9.8% | $5,124+24.1% |