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 | $179,494 | $73,933+142.8% | $96,683+85.7% | $75,163+138.8% |
| Participation rate | 16.0% | 66.4%-50.4pp | 74.3%-58.3pp | 67.2%-51.2pp |
| Annual return | 13.20% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,248 | $2,928-57.4% | $3,737-66.6% | $2,670-53.3% |
| Participant deferral / active EE | $2,900 | $3,659-20.7% | $4,878-40.5% | $4,125-29.7% |
| Admin fee / account holder | $12,054 | $5,216+131.1% | $6,730+79.1% | $5,651+113.3% |