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 | $165,279 | $74,927+120.6% | $101,794+62.4% | $84,808+94.9% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 17.37% | 18.70%-1.3pp | 30.53%-13.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,415 | $1,522+58.7% | $2,289+5.5% | $2,631-8.2% |
| Participant deferral / active EE | $6,546 | $3,099+111.2% | $4,084+60.3% | $4,212+55.4% |
| Admin fee / account holder | $1,775 | $6,514-72.7% | $8,777-79.8% | $7,344-75.8% |