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 | $153,904 | $95,266+61.6% | $82,389+86.8% | $142,382+8.1% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.5%-28.6pp | 80.1%-39.2pp |
| Annual return | 14.15% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,686 | $2,991-43.6% | $2,517-33.0% | $4,299-60.8% |
| Participant deferral / active EE | $2,307 | $4,809-52.0% | $4,155-44.5% | $6,507-64.5% |
| Admin fee / account holder | $11,611 | $8,563+35.6% | $7,231+60.6% | $12,624-8.0% |