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 | $159,923 | $64,839+146.6% | $95,585+67.3% | $84,808+88.6% |
| Participation rate | 47.1% | 63.8%-16.8pp | 72.1%-25.0pp | 68.3%-21.3pp |
| Annual return | 14.05% | -670.96%+685.0pp | 38.56%-24.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,377 | $1,759+35.1% | $2,527-5.9% | $2,631-9.7% |
| Participant deferral / active EE | $2,425 | $2,965-18.2% | $4,023-39.7% | $4,212-42.4% |
| Admin fee / account holder | $2,529 | $5,964-57.6% | $6,127-58.7% | $7,344-65.6% |