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 | $159,409 | $89,753+77.6% | $107,525+48.3% | $84,808+88.0% |
| Participation rate | 22.4% | 68.1%-45.6pp | 75.1%-52.6pp | 68.3%-45.9pp |
| Annual return | 14.11% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,053 | $3,113-66.2% | $3,754-71.9% | $2,631-60.0% |
| Participant deferral / active EE | $2,029 | $4,056-50.0% | $5,116-60.3% | $4,212-51.8% |
| Admin fee / account holder | $3,527 | $7,222-51.2% | $8,919-60.4% | $7,344-52.0% |