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 | $145,764 | $58,828+147.8% | $77,999+86.9% | $62,891+131.8% |
| Participation rate | 63.6% | 71.1%-7.4pp | 75.5%-11.9pp | 69.3%-5.7pp |
| Annual return | 6.91% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $320 | $1,672-80.9% | $2,470-87.0% | $2,281-86.0% |
| Participant deferral / active EE | $2,607 | $2,686-2.9% | $3,497-25.4% | $3,203-18.6% |
| Admin fee / account holder | $2,907 | $4,393-33.8% | $5,480-47.0% | $4,296-32.3% |