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 | $172,379 | $77,899+121.3% | $149,673+15.2% | $75,163+129.3% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 24.12% | 31.72%-7.6pp | 134.42%-110.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,023 | $3,137-67.4% | $4,818-78.8% | $2,670-61.7% |
| Participant deferral / active EE | $2,415 | $3,411-29.2% | $5,680-57.5% | $4,125-41.4% |
| Admin fee / account holder | $1,437 | $5,956-75.9% | $13,210-89.1% | $5,651-74.6% |