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 | $182,469 | $93,170+95.8% | $100,534+81.5% | $84,808+115.2% |
| Participation rate | 42.9% | 75.8%-33.0pp | 80.6%-37.8pp | 68.3%-25.5pp |
| Annual return | 19.47% | 47.13%-27.7pp | 32.66%-13.2pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,684 | $3,985-57.7% | $4,346-61.2% | $2,631-36.0% |
| Participant deferral / active EE | $2,713 | $5,699-52.4% | $6,144-55.8% | $4,212-35.6% |
| Admin fee / account holder | $3,722 | $7,382-49.6% | $7,654-51.4% | $7,344-49.3% |