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 5-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 | $149,279 | $81,233+83.8% | $155,567-4.0% | $80,874+84.6% |
| Participation rate | 46.7% | 66.2%-19.6pp | 78.2%-31.5pp | 67.6%-21.0pp |
| Annual return | 11.82% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,647 | $3,101-46.9% | $4,674-64.8% | $2,756-40.2% |
| Participant deferral / active EE | $5,334 | $3,452+54.5% | $5,628-5.2% | $4,297+24.1% |
| Admin fee / account holder | $1,076 | $7,998-86.6% | $15,916-93.2% | $6,935-84.5% |