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 | $157,566 | $65,365+141.1% | $92,893+69.6% | $72,985+115.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 17.52% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $851 | $2,594-67.2% | $3,653-76.7% | $2,440-65.1% |
| Participant deferral / active EE | $3,885 | $3,128+24.2% | $4,236-8.3% | $3,607+7.7% |
| Admin fee / account holder | $1,902 | $4,251-55.3% | $5,794-67.2% | $5,124-62.9% |