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 | $165,947 | $72,277+129.6% | $101,248+63.9% | $79,858+107.8% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.8%-21.6pp | 69.6%-15.5pp |
| Annual return | 14.75% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $711 | $2,692-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $3,115 | $3,282-5.1% | $4,370-28.7% | $3,740-16.7% |
| Admin fee / account holder | $1,589 | $4,400-63.9% | $5,945-73.3% | $5,306-70.1% |