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 | $194,675 | $51,576+277.5% | $129,207+50.7% | $80,856+140.8% |
| Participation rate | 47.4% | 57.0%-9.6pp | 69.6%-22.2pp | 67.6%-20.3pp |
| Annual return | 11.40% | 20.81%-9.4pp | 9417.33%-9405.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,231 | $1,584-22.3% | $4,153-70.4% | $2,755-55.3% |
| Participant deferral / active EE | $4,536 | $2,669+70.0% | $4,168+8.8% | $4,296+5.6% |
| Admin fee / account holder | $4,100 | $4,305-4.8% | $7,715-46.9% | $6,918-40.7% |