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 | $199,720 | $74,927+166.6% | $101,794+96.2% | $84,808+135.5% |
| Participation rate | 21.2% | 61.4%-40.2pp | 69.2%-48.0pp | 68.3%-47.1pp |
| Annual return | 13.90% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $449 | $1,522-70.5% | $2,289-80.4% | $2,631-82.9% |
| Participant deferral / active EE | $2,245 | $3,099-27.5% | $4,084-45.0% | $4,212-46.7% |
| Admin fee / account holder | $689 | $6,514-89.4% | $8,777-92.2% | $7,344-90.6% |