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 | $149,477 | $56,317+165.4% | $71,209+109.9% | $74,304+101.2% |
| Participation rate | 32.4% | 55.1%-22.7pp | 73.8%-41.4pp | 60.3%-28.0pp |
| Annual return | 22.34% | 42.83%-20.5pp | 282.51%-260.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,302 | $2,160-39.7% | $2,721-52.1% | $2,241-41.9% |
| Participant deferral / active EE | $4,001 | $2,788+43.5% | $4,175-4.2% | $3,767+6.2% |
| Admin fee / account holder | $2,189 | $2,290-4.4% | $5,349-59.1% | $2,969-26.3% |