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 | $211,981 | $91,190+132.5% | $178,490+18.8% | $79,858+165.4% |
| Participation rate | 61.7% | 69.2%-7.5pp | 81.9%-20.2pp | 69.6%-7.9pp |
| Annual return | 10.76% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,408 | $3,256-26.0% | $5,011-51.9% | $2,471-2.5% |
| Participant deferral / active EE | $4,993 | $3,236+54.3% | $5,202-4.0% | $3,740+33.5% |
| Admin fee / account holder | $1,758 | $6,751-74.0% | $13,984-87.4% | $5,306-66.9% |