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 | $150,908 | $104,664+44.2% | $85,682+76.1% | $167,490-9.9% |
| Participation rate | 52.6% | 76.4%-23.7pp | 69.9%-17.2pp | 82.1%-29.5pp |
| Annual return | 13.69% | 21.45%-7.8pp | 21.49%-7.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,423 | $3,337-57.3% | $2,618-45.6% | $4,837-70.6% |
| Participant deferral / active EE | $2,736 | $4,824-43.3% | $3,923-30.3% | $6,341-56.9% |
| Admin fee / account holder | $7,937 | $10,032-20.9% | $6,873+15.5% | $12,309-35.5% |