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 | $170,048 | $60,892+179.3% | $82,389+106.4% | $84,808+100.5% |
| Participation rate | 52.5% | 63.3%-10.7pp | 69.5%-17.0pp | 68.3%-15.8pp |
| Annual return | 21.10% | 37.29%-16.2pp | 28.67%-7.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,097 | $1,779-38.3% | $2,517-56.4% | $2,631-58.3% |
| Participant deferral / active EE | $3,320 | $3,179+4.5% | $4,155-20.1% | $4,212-21.2% |
| Admin fee / account holder | $4,636 | $5,467-15.2% | $7,231-35.9% | $7,344-36.9% |