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 | $149,273 | $76,367+95.5% | $93,606+59.5% | $72,985+104.5% |
| Participation rate | 41.1% | 71.7%-30.7pp | 75.8%-34.8pp | 69.5%-28.4pp |
| Annual return | 28.18% | 25.82%+2.4pp | 32.76%-4.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,295 | $2,275-43.1% | $2,718-52.4% | $2,440-46.9% |
| Participant deferral / active EE | $2,142 | $3,538-39.5% | $4,069-47.4% | $3,607-40.6% |
| Admin fee / account holder | $1,979 | $6,838-71.1% | $7,888-74.9% | $5,124-61.4% |