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 | $216,532 | $106,749+102.8% | $145,433+48.9% | $82,448+162.6% |
| Participation rate | 23.3% | 75.6%-52.3pp | 82.1%-58.8pp | 68.1%-44.7pp |
| Annual return | 14.99% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,245 | $3,444-63.8% | $4,554-72.7% | $2,551-51.2% |
| Participant deferral / active EE | $3,882 | $6,519-40.4% | $7,897-50.8% | $4,139-6.2% |
| Admin fee / account holder | $19,693 | $8,390+134.7% | $13,129+50.0% | $7,234+172.2% |