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 | $181,128 | $80,717+124.4% | $154,803+17.0% | $84,808+113.6% |
| Participation rate | 54.5% | 66.8%-12.3pp | 78.1%-23.5pp | 68.3%-13.8pp |
| Annual return | 19.32% | 37.96%-18.6pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,996 | $2,761+8.5% | $4,305-30.4% | $2,631+13.9% |
| Participant deferral / active EE | $3,637 | $3,303+10.1% | $5,540-34.4% | $4,212-13.6% |
| Admin fee / account holder | $4,863 | $6,746-27.9% | $14,329-66.1% | $7,344-33.8% |