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 | $178,323 | $103,376+72.5% | $87,100+104.7% | $152,861+16.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 26.27% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,143 | $3,220-64.5% | $2,521-54.7% | $4,762-76.0% |
| Participant deferral / active EE | $2,040 | $4,778-57.3% | $4,049-49.6% | $5,850-65.1% |
| Admin fee / account holder | $3,081 | $12,205-74.8% | $7,497-58.9% | $11,596-73.4% |