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 | $204,205 | $80,717+153.0% | $154,803+31.9% | $84,808+140.8% |
| Participation rate | 65.7% | 66.8%-1.1pp | 78.1%-12.4pp | 68.3%-2.6pp |
| Annual return | 14.07% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,439 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $7,696 | $3,303+133.0% | $5,540+38.9% | $4,212+82.7% |
| Admin fee / account holder | $94,279 | $6,746+1297.6% | $14,329+558.0% | $7,344+1183.8% |