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 | $108,825+115.7% | $156,181+50.3% | $82,448+184.7% |
| Participation rate | 48.0% | 72.4%-24.4pp | 78.8%-30.8pp | 68.1%-20.1pp |
| Annual return | 16.04% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,039 | $2,870-29.0% | $4,294-52.5% | $2,551-20.1% |
| Participant deferral / active EE | $5,430 | $4,577+18.6% | $6,132-11.4% | $4,139+31.2% |
| Admin fee / account holder | $4,766 | $9,341-49.0% | $14,586-67.3% | $7,234-34.1% |