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 | $154,724 | $65,041+137.9% | $90,951+70.1% | $79,858+93.7% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 18.87% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $302 | $1,247-75.7% | $2,122-85.7% | $2,471-87.8% |
| Participant deferral / active EE | $2,957 | $2,512+17.7% | $3,373-12.3% | $3,740-20.9% |
| Admin fee / account holder | $13,324 | $4,536+193.7% | $5,959+123.6% | $5,306+151.1% |