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 | $157,808 | $90,503+74.4% | $78,689+100.5% | $273,961-42.4% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 5.52% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,350 | $3,176-57.5% | $2,851-52.6% | $4,869-72.3% |
| Participant deferral / active EE | $3,110 | $3,901-20.3% | $3,517-11.6% | $5,287-41.2% |
| Admin fee / account holder | $7,077 | $5,263+34.5% | $4,510+56.9% | $10,132-30.1% |