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 | $192,492 | $79,944+140.8% | $98,439+95.5% | $75,163+156.1% |
| Participation rate | 44.8% | 70.4%-25.5pp | 75.2%-30.3pp | 67.2%-22.4pp |
| Annual return | 15.85% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,326 | $2,264-41.4% | $3,048-56.5% | $2,670-50.3% |
| Participant deferral / active EE | $2,589 | $3,752-31.0% | $4,738-45.3% | $4,125-37.2% |
| Admin fee / account holder | $2,491 | $6,840-63.6% | $8,948-72.2% | $5,651-55.9% |