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 | $149,538 | $78,672+90.1% | $109,143+37.0% | $85,850+74.2% |
| Participation rate | 34.5% | 68.3%-33.8pp | 75.9%-41.4pp | 69.3%-34.8pp |
| Annual return | 14.40% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,247 | $2,735-54.4% | $3,722-66.5% | $2,565-51.4% |
| Participant deferral / active EE | $4,191 | $3,467+20.9% | $4,653-9.9% | $3,952+6.0% |
| Admin fee / account holder | $3,776 | $5,469-31.0% | $6,752-44.1% | $6,260-39.7% |