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 | $144,336 | $95,416+51.3% | $185,823-22.3% | $85,850+68.1% |
| Participation rate | 48.5% | 68.8%-20.3pp | 81.7%-33.2pp | 69.3%-20.8pp |
| Annual return | 22.27% | 23.59%-1.3pp | 122.05%-99.8pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,254 | $3,314-62.2% | $5,167-75.7% | $2,565-51.1% |
| Participant deferral / active EE | $2,889 | $3,423-15.6% | $5,568-48.1% | $3,952-26.9% |
| Admin fee / account holder | $1,816 | $7,213-74.8% | $16,237-88.8% | $6,260-71.0% |