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 | $174,905 | $114,381+52.9% | $107,525+62.7% | $142,382+22.8% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.1%-37.0pp | 80.1%-42.0pp |
| Annual return | 18.50% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,181 | $4,015-70.6% | $3,754-68.5% | $4,299-72.5% |
| Participant deferral / active EE | $4,035 | $5,564-27.5% | $5,116-21.1% | $6,507-38.0% |
| Admin fee / account holder | $933 | $9,860-90.5% | $8,919-89.5% | $12,624-92.6% |