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 | $149,051 | $87,135+71.1% | $206,214-27.7% | $116,875+27.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 82.4%-42.4pp | 74.5%-34.5pp |
| Annual return | 15.19% | 22.51%-7.3pp | -1.60%+16.8pp | 16.29%-1.1pp |
| Employer contribution / active EE | $945 | $3,046-69.0% | $5,967-84.2% | $3,288-71.2% |
| Participant deferral / active EE | $3,166 | $3,898-18.8% | $4,649-31.9% | $3,885-18.5% |
| Admin fee / account holder | $5,200 | $8,630-39.7% | $13,671-62.0% | $12,263-57.6% |