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 | $233,925 | $104,251+124.4% | $91,001+157.1% | $147,584+58.5% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.6%-14.5pp | 82.8%-21.7pp |
| Annual return | 12.22% | 27.06%-14.8pp | 4.60%+7.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $623 | $3,116-80.0% | $2,456-74.6% | $4,876-87.2% |
| Participant deferral / active EE | $3,715 | $4,195-11.5% | $3,547+4.7% | $5,439-31.7% |
| Admin fee / account holder | $6,471 | $8,948-27.7% | $5,417+19.5% | $10,885-40.5% |