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 | $124,336 | $81,460+52.6% | $103,333+20.3% | $80,856+53.8% |
| Participation rate | 27.6% | 66.8%-39.3pp | 74.5%-46.9pp | 67.6%-40.1pp |
| Annual return | 11.96% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,311 | $3,105-57.8% | $3,868-66.1% | $2,755-52.4% |
| Participant deferral / active EE | $2,998 | $3,869-22.5% | $5,057-40.7% | $4,296-30.2% |
| Admin fee / account holder | $2,697 | $6,566-58.9% | $8,355-67.7% | $6,918-61.0% |