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 | $143,266 | $72,277+98.2% | $101,248+41.5% | $79,858+79.4% |
| Participation rate | 36.5% | 68.5%-31.9pp | 75.8%-39.3pp | 69.6%-33.1pp |
| Annual return | 24.12% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,193 | $2,692-55.7% | $3,660-67.4% | $2,471-51.7% |
| Participant deferral / active EE | $3,283 | $3,2820% | $4,370-24.9% | $3,740-12.2% |
| Admin fee / account holder | $17,973 | $4,400+308.4% | $5,945+202.3% | $5,306+238.7% |