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 | $130,989 | $51,175+156.0% | $70,515+85.8% | $75,163+74.3% |
| Participation rate | 41.7% | 60.9%-19.3pp | 68.3%-26.7pp | 67.2%-25.5pp |
| Annual return | 21.12% | 30.02%-8.9pp | 32.77%-11.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,011 | $1,826-44.6% | $2,973-66.0% | $2,670-62.1% |
| Participant deferral / active EE | $2,785 | $2,849-2.3% | $4,567-39.0% | $4,125-32.5% |
| Admin fee / account holder | $10,170 | $4,091+148.6% | $6,412+58.6% | $5,651+80.0% |