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 | $149,129 | $67,411+121.2% | $91,001+63.9% | $70,131+112.6% |
| Participation rate | 33.3% | 71.4%-38.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 19.58% | -40.16%+59.7pp | 4.60%+15.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $817 | $1,786-54.3% | $2,456-66.7% | $2,342-65.1% |
| Participant deferral / active EE | $2,360 | $2,823-16.4% | $3,547-33.5% | $3,332-29.2% |
| Admin fee / account holder | $5,045 | $4,236+19.1% | $5,417-6.9% | $4,645+8.6% |