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 | $195,646 | $103,966+88.2% | $112,887+73.3% | $75,163+160.3% |
| Participation rate | 43.2% | 75.7%-32.4pp | 80.5%-37.3pp | 67.2%-23.9pp |
| Annual return | 16.31% | 24.54%-8.2pp | 34.10%-17.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,043 | $3,870-47.2% | $4,563-55.2% | $2,670-23.5% |
| Participant deferral / active EE | $3,161 | $5,456-42.1% | $6,513-51.5% | $4,125-23.4% |
| Admin fee / account holder | $828 | $7,663-89.2% | $7,047-88.2% | $5,651-85.3% |