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 | $155,281 | $80,717+92.4% | $154,803+0.3% | $84,808+83.1% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.4pp | 68.3%-19.7pp |
| Annual return | 16.44% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,263 | $2,761-54.3% | $4,305-70.7% | $2,631-52.0% |
| Participant deferral / active EE | $3,592 | $3,303+8.7% | $5,540-35.2% | $4,212-14.7% |
| Admin fee / account holder | $2,445 | $6,746-63.7% | $14,329-82.9% | $7,344-66.7% |