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 | $140,996 | $65,365+115.7% | $92,893+51.8% | $72,985+93.2% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 35.55% | 42.10%-6.6pp | 109.41%-73.9pp | 81.00%-45.5pp |
| Employer contribution / active EE | $1,871 | $2,594-27.9% | $3,653-48.8% | $2,440-23.3% |
| Participant deferral / active EE | $4,229 | $3,128+35.2% | $4,236-0.2% | $3,607+17.2% |
| Admin fee / account holder | $14,859 | $4,251+249.5% | $5,794+156.5% | $5,124+190.0% |