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 | $220,761 | $81,460+171.0% | $103,333+113.6% | $80,856+173.0% |
| Participation rate | 38.7% | 66.8%-28.1pp | 74.5%-35.8pp | 67.6%-28.9pp |
| Annual return | 11.35% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,740 | $3,105-43.9% | $3,868-55.0% | $2,755-36.8% |
| Participant deferral / active EE | $3,292 | $3,869-14.9% | $5,057-34.9% | $4,296-23.4% |
| Admin fee / account holder | $12,763 | $6,566+94.4% | $8,355+52.8% | $6,918+84.5% |