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 | $185,436 | $80,717+129.7% | $154,803+19.8% | $84,808+118.7% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 21.23% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,970 | $2,761-28.7% | $4,305-54.2% | $2,631-25.1% |
| Participant deferral / active EE | $5,014 | $3,303+51.8% | $5,540-9.5% | $4,212+19.1% |
| Admin fee / account holder | $1,108 | $6,746-83.6% | $14,329-92.3% | $7,344-84.9% |