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 | $158,480 | $55,706+184.5% | $75,886+108.8% | $72,985+117.1% |
| Participation rate | 54.8% | 61.1%-6.4pp | 69.3%-14.5pp | 69.5%-14.7pp |
| Annual return | 23.44% | 27.59%-4.2pp | 30.76%-7.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $395 | $1,687-76.6% | $2,500-84.2% | $2,440-83.8% |
| Participant deferral / active EE | $3,197 | $2,634+21.4% | $3,603-11.3% | $3,607-11.4% |
| Admin fee / account holder | $4,016 | $3,978+0.9% | $5,418-25.9% | $5,124-21.6% |