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 | $160,552 | $72,277+122.1% | $101,248+58.6% | $79,858+101.0% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 10.72% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $611 | $2,692-77.3% | $3,660-83.3% | $2,471-75.3% |
| Participant deferral / active EE | $2,696 | $3,282-17.9% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $20,095 | $4,400+356.7% | $5,945+238.0% | $5,306+278.7% |