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 5-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 | $95,541 | $48,750+96.0% | $88,946+7.4% | $74,304+28.6% |
| Participation rate | 28.6% | 44.5%-15.9pp | 68.8%-40.3pp | 60.3%-31.8pp |
| Annual return | 17.89% | 25.91%-8.0pp | 57.82%-39.9pp | 29.43%-11.5pp |
| Employer contribution / active EE | $173 | $1,255-86.2% | $2,555-93.2% | $2,241-92.3% |
| Participant deferral / active EE | $1,466 | $2,423-39.5% | $4,581-68.0% | $3,767-61.1% |
| Admin fee / account holder | $16,380 | $3,756+336.1% | $8,261+98.3% | $2,969+451.7% |