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 | $187,448 | $99,985+87.5% | $146,665+27.8% | $85,850+118.3% |
| Participation rate | 21.0% | 73.1%-52.1pp | 80.1%-59.1pp | 69.3%-48.3pp |
| Annual return | 20.19% | 18.93%+1.3pp | 22.74%-2.6pp | 318.53%-298.3pp |
| Employer contribution / active EE | $739 | $2,559-71.1% | $4,136-82.1% | $2,565-71.2% |
| Participant deferral / active EE | $2,753 | $4,006-31.3% | $5,506-50.0% | $3,952-30.3% |
| Admin fee / account holder | $1,183 | $7,702-84.6% | $10,280-88.5% | $6,260-81.1% |