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 | $166,860 | $58,851+183.5% | $115,157+44.9% | $72,985+128.6% |
| Participation rate | 22.5% | 65.5%-43.0pp | 75.9%-53.4pp | 69.5%-47.0pp |
| Annual return | 25.04% | 23.16%+1.9pp | 35.60%-10.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $814 | $1,798-54.7% | $3,179-74.4% | $2,440-66.6% |
| Participant deferral / active EE | $1,362 | $2,643-48.4% | $4,168-67.3% | $3,607-62.2% |
| Admin fee / account holder | $1,052 | $6,370-83.5% | $7,088-85.2% | $5,124-79.5% |