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 | $191,045 | $79,557+140.1% | $118,746+60.9% | $70,131+172.4% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.3%-38.3pp | 69.5%-29.5pp |
| Annual return | 17.22% | 25.64%-8.4pp | 24.54%-7.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,198 | $2,861-58.1% | $4,193-71.4% | $2,342-48.9% |
| Participant deferral / active EE | $3,858 | $4,089-5.6% | $5,332-27.6% | $3,332+15.8% |
| Admin fee / account holder | $863 | $5,374-83.9% | $10,720-91.9% | $4,645-81.4% |