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 | $181,019 | $48,046+276.8% | $84,611+113.9% | $72,985+148.0% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 23.70% | 37.38%-13.7pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $436 | $1,602-72.8% | $2,652-83.6% | $2,440-82.1% |
| Participant deferral / active EE | $4,760 | $2,680+77.6% | $3,899+22.1% | $3,607+31.9% |
| Admin fee / account holder | $1,336 | $3,395-60.7% | $4,912-72.8% | $5,124-73.9% |