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 | $169,732 | $109,881+54.5% | $150,045+13.1% | $84,808+100.1% |
| Participation rate | 37.9% | 76.1%-38.2pp | 82.3%-44.4pp | 68.3%-30.4pp |
| Annual return | 16.73% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,262 | $3,561-64.6% | $4,693-73.1% | $2,631-52.0% |
| Participant deferral / active EE | $3,285 | $6,636-50.5% | $7,997-58.9% | $4,212-22.0% |
| Admin fee / account holder | $16,850 | $8,568+96.7% | $13,435+25.4% | $7,344+129.4% |