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 | $147,397 | $80,717+82.6% | $154,803-4.8% | $84,808+73.8% |
| Participation rate | 60.9% | 66.8%-5.9pp | 78.1%-17.1pp | 68.3%-7.4pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,921 | $2,761-30.4% | $4,305-55.4% | $2,631-27.0% |
| Participant deferral / active EE | $4,935 | $3,303+49.4% | $5,540-10.9% | $4,212+17.2% |
| Admin fee / account holder | $1,660 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |