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 5-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 | $163,507 | $110,257+48.3% | $96,544+69.4% | $139,434+17.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 11.80% | 26.32%-14.5pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,698 | $3,620-25.5% | $2,965-9.0% | $4,751-43.2% |
| Participant deferral / active EE | $5,345 | $5,548-3.7% | $4,851+10.2% | $6,710-20.4% |
| Admin fee / account holder | $1,185 | $11,591-89.8% | $8,252-85.6% | $11,403-89.6% |