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 | $165,197 | $95,266+73.4% | $82,389+100.5% | $142,382+16.0% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.5%-0.8pp | 80.1%-11.4pp |
| Annual return | 17.59% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,832 | $2,991-5.3% | $2,517+12.5% | $4,299-34.1% |
| Participant deferral / active EE | $4,229 | $4,809-12.1% | $4,155+1.8% | $6,507-35.0% |
| Admin fee / account holder | $1,454 | $8,563-83.0% | $7,231-79.9% | $12,624-88.5% |