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 | $180,798 | $124,281+45.5% | $109,143+65.7% | $167,490+7.9% |
| Participation rate | 56.3% | 79.4%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 12.01% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $931 | $4,207-77.9% | $3,722-75.0% | $4,837-80.7% |
| Participant deferral / active EE | $3,031 | $5,255-42.3% | $4,653-34.9% | $6,341-52.2% |
| Admin fee / account holder | $520 | $7,970-93.5% | $6,752-92.3% | $12,309-95.8% |