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 | $234,758 | $109,413+114.6% | $156,263+50.2% | $84,808+176.8% |
| Participation rate | 48.0% | 72.7%-24.7pp | 78.9%-30.9pp | 68.3%-20.3pp |
| Annual return | 16.04% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,039 | $2,907-29.9% | $4,333-53.0% | $2,631-22.5% |
| Participant deferral / active EE | $5,430 | $4,590+18.3% | $6,158-11.8% | $4,212+28.9% |
| Admin fee / account holder | $4,766 | $9,357-49.1% | $14,255-66.6% | $7,344-35.1% |