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 | $179,999 | $93,071+93.4% | $74,583+141.3% | $273,961-34.3% |
| Participation rate | 61.5% | 74.9%-13.4pp | 68.1%-6.6pp | 83.0%-21.5pp |
| Annual return | 5.28% | 26.18%-20.9pp | 20.47%-15.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,960 | $3,160-38.0% | $2,525-22.4% | $4,869-59.7% |
| Participant deferral / active EE | $7,550 | $4,160+81.5% | $3,458+118.3% | $5,287+42.8% |
| Admin fee / account holder | $1,179 | $5,272-77.6% | $4,138-71.5% | $10,132-88.4% |