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 | $228,919 | $93,571+144.6% | $135,903+68.4% | $75,163+204.6% |
| Participation rate | 46.4% | 75.2%-28.8pp | 81.9%-35.5pp | 67.2%-20.8pp |
| Annual return | 19.86% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,074 | $3,537-41.4% | $4,856-57.3% | $2,670-22.3% |
| Participant deferral / active EE | $4,262 | $6,404-33.5% | $7,758-45.1% | $4,125+3.3% |
| Admin fee / account holder | $2,778 | $6,975-60.2% | $10,762-74.2% | $5,651-50.8% |