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 | $147,611 | $114,381+29.1% | $107,525+37.3% | $142,382+3.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 13.06% | 242.71%-229.6pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,296 | $4,015-67.7% | $3,754-65.5% | $4,299-69.9% |
| Participant deferral / active EE | $3,605 | $5,564-35.2% | $5,116-29.5% | $6,507-44.6% |
| Admin fee / account holder | $8,330 | $9,860-15.5% | $8,919-6.6% | $12,624-34.0% |