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 | $167,969 | $106,749+57.3% | $145,433+15.5% | $82,448+103.7% |
| Participation rate | 58.5% | 75.6%-17.2pp | 82.1%-23.7pp | 68.1%-9.6pp |
| Annual return | 16.81% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,419 | $3,444-58.8% | $4,554-68.8% | $2,551-44.4% |
| Participant deferral / active EE | $6,778 | $6,519+4.0% | $7,897-14.2% | $4,139+63.8% |
| Admin fee / account holder | $1,638 | $8,390-80.5% | $13,129-87.5% | $7,234-77.4% |