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 | $173,907 | $78,422+121.8% | $95,952+81.2% | $79,858+117.8% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 16.03% | 19.37%-3.3pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $726 | $1,945-62.7% | $2,541-71.4% | $2,471-70.6% |
| Participant deferral / active EE | $2,460 | $3,440-28.5% | $4,167-41.0% | $3,740-34.2% |
| Admin fee / account holder | $4,685 | $5,622-16.7% | $6,795-31.0% | $5,306-11.7% |