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 | $167,969 | $109,881+52.9% | $150,045+11.9% | $84,808+98.1% |
| Participation rate | 58.5% | 76.1%-17.6pp | 82.3%-23.9pp | 68.3%-9.8pp |
| Annual return | 16.81% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,419 | $3,561-60.2% | $4,693-69.8% | $2,631-46.1% |
| Participant deferral / active EE | $6,778 | $6,636+2.1% | $7,997-15.2% | $4,212+60.9% |
| Admin fee / account holder | $1,638 | $8,568-80.9% | $13,435-87.8% | $7,344-77.7% |