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 | $134,370 | $80,968+66.0% | $96,544+39.2% | $75,163+78.8% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 15.01% | 27.06%-12.1pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $975 | $2,282-57.3% | $2,965-67.1% | $2,670-63.5% |
| Participant deferral / active EE | $2,091 | $3,928-46.8% | $4,851-56.9% | $4,125-49.3% |
| Admin fee / account holder | $2,222 | $6,724-66.9% | $8,252-73.1% | $5,651-60.7% |