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 | $177,105 | $101,724+74.1% | $164,813+7.5% | $80,856+119.0% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.6%-13.8pp |
| Annual return | 10.66% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,238 | $2,953-24.2% | $4,341-48.5% | $2,755-18.8% |
| Participant deferral / active EE | $6,920 | $4,477+54.6% | $6,031+14.7% | $4,296+61.1% |
| Admin fee / account holder | $5,121 | $8,227-37.8% | $12,690-59.6% | $6,918-26.0% |