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 | $249,236 | $84,233+195.9% | $170,442+46.2% | $70,131+255.4% |
| Participation rate | 53.3% | 70.8%-17.5pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 15.17% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,798 | $3,387-46.9% | $5,433-66.9% | $2,342-23.2% |
| Participant deferral / active EE | $4,023 | $3,086+30.4% | $4,939-18.6% | $3,332+20.8% |
| Admin fee / account holder | $1,286 | $5,698-77.4% | $13,880-90.7% | $4,645-72.3% |