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 | $188,256 | $58,851+219.9% | $115,157+63.5% | $72,985+157.9% |
| Participation rate | 24.4% | 65.5%-41.2pp | 75.9%-51.5pp | 69.5%-45.1pp |
| Annual return | 20.29% | 23.16%-2.9pp | 35.60%-15.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $967 | $1,798-46.2% | $3,179-69.6% | $2,440-60.3% |
| Participant deferral / active EE | $2,336 | $2,643-11.6% | $4,168-43.9% | $3,607-35.2% |
| Admin fee / account holder | $3,578 | $6,370-43.8% | $7,088-49.5% | $5,124-30.2% |