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 | $184,283 | $72,492+154.2% | $87,100+111.6% | $72,985+152.5% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 17.92% | 24.46%-6.5pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $768 | $1,894-59.4% | $2,521-69.5% | $2,440-68.5% |
| Participant deferral / active EE | $4,138 | $3,270+26.6% | $4,049+2.2% | $3,607+14.7% |
| Admin fee / account holder | $1,345 | $5,055-73.4% | $7,497-82.1% | $5,124-73.8% |