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 | $146,103 | $67,411+116.7% | $91,001+60.6% | $70,131+108.3% |
| Participation rate | 46.3% | 71.4%-25.1pp | 75.6%-29.3pp | 69.5%-23.2pp |
| Annual return | 15.20% | -40.16%+55.4pp | 4.60%+10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $372 | $1,786-79.2% | $2,456-84.8% | $2,342-84.1% |
| Participant deferral / active EE | $2,067 | $2,823-26.8% | $3,547-41.7% | $3,332-38.0% |
| Admin fee / account holder | $3,778 | $4,236-10.8% | $5,417-30.3% | $4,645-18.7% |