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 | $168,198 | $95,266+76.6% | $82,389+104.2% | $142,382+18.1% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 14.64% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,297 | $2,991-23.2% | $2,517-8.7% | $4,299-46.6% |
| Participant deferral / active EE | $10,080 | $4,809+109.6% | $4,155+142.6% | $6,507+54.9% |
| Admin fee / account holder | $1,579 | $8,563-81.6% | $7,231-78.2% | $12,624-87.5% |