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 | $137,132 | $78,705+74.2% | $117,854+16.4% | $70,131+95.5% |
| Participation rate | 53.5% | 73.2%-19.7pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 19.68% | 23.30%-3.6pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,477 | $2,223-33.6% | $3,786-61.0% | $2,342-37.0% |
| Participant deferral / active EE | $2,330 | $3,297-29.3% | $4,482-48.0% | $3,332-30.1% |
| Admin fee / account holder | $1,037 | $5,065-79.5% | $8,020-87.1% | $4,645-77.7% |