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 | $137,184 | $77,899+76.1% | $149,673-8.3% | $75,163+82.5% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.8%-31.7pp | 67.2%-20.1pp |
| Annual return | 19.00% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,390 | $3,137-55.7% | $4,818-71.1% | $2,670-47.9% |
| Participant deferral / active EE | $4,421 | $3,411+29.6% | $5,680-22.2% | $4,125+7.2% |
| Admin fee / account holder | $5,399 | $5,956-9.4% | $13,210-59.1% | $5,651-4.5% |