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 | $57,057+154.9% | $85,009+71.1% | $80,874+79.8% |
| Participation rate | 27.8% | 56.4%-28.6pp | 67.5%-39.7pp | 67.6%-39.9pp |
| Annual return | 12.10% | 21.66%-9.6pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,012 | $1,799-43.7% | $2,728-62.9% | $2,756-63.3% |
| Participant deferral / active EE | $2,496 | $3,112-19.8% | $4,522-44.8% | $4,297-41.9% |
| Admin fee / account holder | $1,215 | $4,986-75.6% | $6,153-80.3% | $6,935-82.5% |