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 | $164,217 | $106,515+54.2% | $96,683+69.9% | $139,434+17.8% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 28.01% | 38.43%-10.4pp | 35.69%-7.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,754 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $6,896 | $5,454+26.4% | $4,878+41.4% | $6,710+2.8% |
| Admin fee / account holder | $1,380 | $7,877-82.5% | $6,730-79.5% | $11,403-87.9% |