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 | $189,456 | $76,367+148.1% | $93,606+102.4% | $72,985+159.6% |
| Participation rate | 69.0% | 71.7%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 17.15% | 25.82%-8.7pp | 32.76%-15.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $899 | $2,275-60.5% | $2,718-66.9% | $2,440-63.1% |
| Participant deferral / active EE | $5,601 | $3,538+58.3% | $4,069+37.7% | $3,607+55.3% |
| Admin fee / account holder | $38,565 | $6,838+464.0% | $7,888+388.9% | $5,124+652.6% |