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 | $156,701 | $81,233+92.9% | $155,567+0.7% | $80,874+93.8% |
| Participation rate | 32.7% | 66.2%-33.6pp | 78.2%-45.5pp | 67.6%-35.0pp |
| Annual return | 19.09% | 33.33%-14.2pp | 64.74%-45.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $986 | $3,101-68.2% | $4,674-78.9% | $2,756-64.2% |
| Participant deferral / active EE | $3,329 | $3,452-3.6% | $5,628-40.8% | $4,297-22.5% |
| Admin fee / account holder | $877 | $7,998-89.0% | $15,916-94.5% | $6,935-87.4% |