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 | $142,255 | $91,190+56.0% | $178,490-20.3% | $79,858+78.1% |
| Participation rate | 54.4% | 69.2%-14.8pp | 81.9%-27.5pp | 69.6%-15.2pp |
| Annual return | 15.00% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $597 | $3,256-81.7% | $5,011-88.1% | $2,471-75.8% |
| Participant deferral / active EE | $6,619 | $3,236+104.5% | $5,202+27.3% | $3,740+77.0% |
| Admin fee / account holder | $3,819 | $6,751-43.4% | $13,984-72.7% | $5,306-28.0% |