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 | $148,934 | $83,477+78.4% | $125,175+19.0% | $72,985+104.1% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.5%-11.4pp |
| Annual return | 25.51% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $907 | $2,345-61.3% | $3,865-76.5% | $2,440-62.8% |
| Participant deferral / active EE | $3,118 | $3,585-13.0% | $4,937-36.9% | $3,607-13.6% |
| Admin fee / account holder | $944 | $5,517-82.9% | $9,702-90.3% | $5,124-81.6% |