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 | $199,921 | $127,065+57.3% | $113,168+76.7% | $142,382+40.4% |
| Participation rate | 42.1% | 79.2%-37.1pp | 76.6%-34.5pp | 80.1%-38.0pp |
| Annual return | 15.01% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,815 | $3,442-47.3% | $2,975-39.0% | $4,299-57.8% |
| Participant deferral / active EE | $6,810 | $5,716+19.1% | $5,107+33.4% | $6,507+4.7% |
| Admin fee / account holder | $7,791 | $15,736-50.5% | $12,068-35.4% | $12,624-38.3% |