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 | $204,093 | $60,892+235.2% | $82,389+147.7% | $84,808+140.7% |
| Participation rate | 40.9% | 63.3%-22.4pp | 69.5%-28.6pp | 68.3%-27.4pp |
| Annual return | 13.23% | 37.29%-24.1pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,017 | $1,779+13.4% | $2,517-19.9% | $2,631-23.3% |
| Participant deferral / active EE | $2,937 | $3,179-7.6% | $4,155-29.3% | $4,212-30.3% |
| Admin fee / account holder | $4,384 | $5,467-19.8% | $7,231-39.4% | $7,344-40.3% |