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 | $155,046 | $93,071+66.6% | $74,583+107.9% | $273,961-43.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 7.24% | 26.18%-18.9pp | 20.47%-13.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $8,166 | $3,160+158.5% | $2,525+223.4% | $4,869+67.7% |
| Participant deferral / active EE | $9,667 | $4,160+132.4% | $3,458+179.6% | $5,287+82.8% |
| Admin fee / account holder | $22,280 | $5,272+322.6% | $4,138+438.5% | $10,132+119.9% |