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 | $147,298 | $72,012+104.5% | $185,823-20.7% | $79,858+84.4% |
| Participation rate | 55.9% | 65.8%-9.9pp | 78.0%-22.1pp | 69.6%-13.8pp |
| Annual return | 14.52% | 23.12%-8.6pp | 35.95%-21.4pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,108 | $1,965-43.6% | $4,087-72.9% | $2,471-55.1% |
| Participant deferral / active EE | $1,968 | $3,779-47.9% | $5,632-65.1% | $3,740-47.4% |
| Admin fee / account holder | $2,648 | $4,513-41.3% | $9,500-72.1% | $5,306-50.1% |