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 | $225,503 | $91,190+147.3% | $178,490+26.3% | $79,858+182.4% |
| Participation rate | 51.9% | 69.2%-17.3pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 13.36% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $816 | $3,256-74.9% | $5,011-83.7% | $2,471-67.0% |
| Participant deferral / active EE | $3,664 | $3,236+13.2% | $5,202-29.6% | $3,740-2.0% |
| Admin fee / account holder | $2,964 | $6,751-56.1% | $13,984-78.8% | $5,306-44.1% |