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 | $184,140 | $51,576+257.0% | $129,207+42.5% | $80,856+127.7% |
| Participation rate | 65.7% | 57.0%+8.7pp | 69.6%-3.9pp | 67.6%-1.9pp |
| Annual return | 11.25% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,153 | $1,584-27.2% | $4,153-72.2% | $2,755-58.1% |
| Participant deferral / active EE | $3,913 | $2,669+46.6% | $4,168-6.1% | $4,296-8.9% |
| Admin fee / account holder | $3,397 | $4,305-21.1% | $7,715-56.0% | $6,918-50.9% |