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 | $169,694 | $65,041+160.9% | $90,951+86.6% | $79,858+112.5% |
| Participation rate | 31.8% | 61.6%-29.8pp | 69.0%-37.2pp | 69.6%-37.8pp |
| Annual return | 21.95% | 30.45%-8.5pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,701 | $1,247+36.4% | $2,122-19.8% | $2,471-31.1% |
| Participant deferral / active EE | $2,286 | $2,512-9.0% | $3,373-32.2% | $3,740-38.9% |
| Admin fee / account holder | $512 | $4,536-88.7% | $5,959-91.4% | $5,306-90.4% |