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 | $143,967 | $72,277+99.2% | $101,248+42.2% | $79,858+80.3% |
| Participation rate | 51.7% | 68.5%-16.7pp | 75.8%-24.1pp | 69.6%-17.9pp |
| Annual return | 20.77% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,390 | $2,692-48.3% | $3,660-62.0% | $2,471-43.7% |
| Participant deferral / active EE | $3,471 | $3,282+5.8% | $4,370-20.6% | $3,740-7.2% |
| Admin fee / account holder | $3,494 | $4,400-20.6% | $5,945-41.2% | $5,306-34.1% |