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 | $152,212 | $65,041+134.0% | $90,951+67.4% | $79,858+90.6% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 17.64% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $313 | $1,247-74.9% | $2,122-85.3% | $2,471-87.3% |
| Participant deferral / active EE | $2,910 | $2,512+15.8% | $3,373-13.7% | $3,740-22.2% |
| Admin fee / account holder | $4,794 | $4,536+5.7% | $5,959-19.5% | $5,306-9.6% |