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 | $158,160 | $86,929+81.9% | $102,423+54.4% | $80,856+95.6% |
| Participation rate | 22.5% | 72.4%-49.9pp | 76.5%-54.0pp | 67.6%-45.1pp |
| Annual return | 15.96% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,699 | $2,369-28.3% | $3,023-43.8% | $2,755-38.3% |
| Participant deferral / active EE | $2,306 | $4,118-44.0% | $5,053-54.4% | $4,296-46.3% |
| Admin fee / account holder | $690 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |