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 | $124,425+60.7% | $112,040+78.4% | $137,256+45.7% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.5%-34.4pp | 80.0%-37.9pp |
| Annual return | 15.01% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,815 | $3,411-46.8% | $2,954-38.6% | $4,156-56.3% |
| Participant deferral / active EE | $6,810 | $5,718+19.1% | $5,098+33.6% | $6,407+6.3% |
| Admin fee / account holder | $7,791 | $15,207-48.8% | $12,098-35.6% | $12,270-36.5% |