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 | $138,552 | $78,520+76.5% | $96,576+43.5% | $82,448+68.0% |
| Participation rate | 30.8% | 77.7%-47.0pp | 81.4%-50.7pp | 68.1%-37.3pp |
| Annual return | 16.18% | 41.30%-25.1pp | 38.47%-22.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,577 | $6,754-47.0% | $7,956-55.0% | $4,139-13.6% |
| Admin fee / account holder | $18,638 | $13,455+38.5% | $11,381+63.8% | $7,234+157.6% |