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 | $162,050 | $52,279+210.0% | $89,391+81.3% | $79,858+102.9% |
| Participation rate | 55.6% | 57.5%-2.0pp | 68.0%-12.4pp | 69.6%-14.1pp |
| Annual return | 21.08% | 22.16%-1.1pp | 245.62%-224.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $824 | $1,572-47.6% | $2,586-68.1% | $2,471-66.7% |
| Participant deferral / active EE | $7,844 | $2,740+186.3% | $3,890+101.7% | $3,740+109.7% |
| Admin fee / account holder | $4,461 | $3,356+32.9% | $4,881-8.6% | $5,306-15.9% |