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 | $185,957 | $56,053+231.7% | $75,972+144.8% | $80,856+130.0% |
| Participation rate | 28.8% | 62.0%-33.2pp | 69.1%-40.2pp | 67.6%-38.8pp |
| Annual return | 13.12% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,607 | $1,874-14.2% | $2,685-40.1% | $2,755-41.6% |
| Participant deferral / active EE | $2,208 | $3,052-27.7% | $4,255-48.1% | $4,296-48.6% |
| Admin fee / account holder | $5,077 | $5,234-3.0% | $6,467-21.5% | $6,918-26.6% |