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 | $125,771 | $65,365+92.4% | $92,893+35.4% | $72,985+72.3% |
| Participation rate | 41.3% | 68.3%-27.0pp | 76.0%-34.7pp | 69.5%-28.2pp |
| Annual return | 17.29% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $749 | $2,594-71.1% | $3,653-79.5% | $2,440-69.3% |
| Participant deferral / active EE | $1,801 | $3,128-42.4% | $4,236-57.5% | $3,607-50.1% |
| Admin fee / account holder | $15,038 | $4,251+253.7% | $5,794+159.5% | $5,124+193.5% |