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 | $145,441 | $57,016+155.1% | $84,966+71.2% | $80,856+79.9% |
| Participation rate | 27.8% | 56.3%-28.6pp | 67.5%-39.7pp | 67.6%-39.9pp |
| Annual return | 12.10% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,012 | $1,798-43.7% | $2,727-62.9% | $2,755-63.3% |
| Participant deferral / active EE | $2,496 | $3,110-19.7% | $4,519-44.8% | $4,296-41.9% |
| Admin fee / account holder | $1,215 | $4,980-75.6% | $6,149-80.2% | $6,918-82.4% |