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 | $154,235 | $81,460+89.3% | $103,333+49.3% | $80,856+90.8% |
| Participation rate | 41.5% | 66.8%-25.4pp | 74.5%-33.0pp | 67.6%-26.2pp |
| Annual return | 17.57% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,644 | $3,105-47.0% | $3,868-57.5% | $2,755-40.3% |
| Participant deferral / active EE | $5,657 | $3,869+46.2% | $5,057+11.9% | $4,296+31.7% |
| Admin fee / account holder | $3,785 | $6,566-42.4% | $8,355-54.7% | $6,918-45.3% |