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 | $175,790 | $74,927+134.6% | $101,794+72.7% | $84,808+107.3% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.2%-27.9pp | 68.3%-27.0pp |
| Annual return | 14.27% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $930 | $1,522-38.9% | $2,289-59.4% | $2,631-64.6% |
| Participant deferral / active EE | $2,837 | $3,099-8.4% | $4,084-30.5% | $4,212-32.6% |
| Admin fee / account holder | $3,809 | $6,514-41.5% | $8,777-56.6% | $7,344-48.1% |