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 | $144,578 | $91,190+58.5% | $178,490-19.0% | $79,858+81.0% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.5pp |
| Annual return | 10.35% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,016 | $3,256-68.8% | $5,011-79.7% | $2,471-58.9% |
| Participant deferral / active EE | $4,548 | $3,236+40.5% | $5,202-12.6% | $3,740+21.6% |
| Admin fee / account holder | $1,887 | $6,751-72.0% | $13,984-86.5% | $5,306-64.4% |