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 | $167,923 | $89,753+87.1% | $107,525+56.2% | $84,808+98.0% |
| Participation rate | 48.3% | 68.1%-19.8pp | 75.1%-26.8pp | 68.3%-20.0pp |
| Annual return | 25.38% | 29.48%-4.1pp | 181.32%-155.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,264 | $3,113-59.4% | $3,754-66.3% | $2,631-52.0% |
| Participant deferral / active EE | $3,392 | $4,056-16.4% | $5,116-33.7% | $4,212-19.5% |
| Admin fee / account holder | $2,027 | $7,222-71.9% | $8,919-77.3% | $7,344-72.4% |