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 | $150,646 | $69,515+116.7% | $86,874+73.4% | $85,850+75.5% |
| Participation rate | 47.7% | 66.3%-18.6pp | 71.6%-23.9pp | 69.3%-21.6pp |
| Annual return | 19.41% | 20.12%-0.7pp | 63.52%-44.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,470 | $1,880-21.8% | $2,495-41.1% | $2,565-42.7% |
| Participant deferral / active EE | $3,416 | $2,919+17.0% | $3,699-7.6% | $3,952-13.5% |
| Admin fee / account holder | $5,355 | $5,972-10.3% | $5,828-8.1% | $6,260-14.4% |