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 | $178,326 | $72,277+146.7% | $101,248+76.1% | $79,858+123.3% |
| Participation rate | 25.5% | 68.5%-42.9pp | 75.8%-50.3pp | 69.6%-44.1pp |
| Annual return | 32.81% | 22.30%+10.5pp | 46.47%-13.7pp | 31.71%+1.1pp |
| Employer contribution / active EE | $943 | $2,692-65.0% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $2,904 | $3,282-11.5% | $4,370-33.6% | $3,740-22.4% |
| Admin fee / account holder | $2,524 | $4,400-42.6% | $5,945-57.5% | $5,306-52.4% |