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 | $152,692 | $91,552+66.8% | $133,956+14.0% | $79,858+91.2% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.1pp |
| Annual return | 12.58% | 61.85%-49.3pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,431 | $2,384-40.0% | $3,919-63.5% | $2,471-42.1% |
| Participant deferral / active EE | $3,514 | $3,733-5.9% | $5,048-30.4% | $3,740-6.0% |
| Admin fee / account holder | $926 | $6,321-85.4% | $8,927-89.6% | $5,306-82.6% |