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 | $156,043 | $111,754+39.6% | $103,333+51.0% | $145,922+6.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 18.34% | 24.77%-6.4pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,259 | $4,212-70.1% | $3,868-67.5% | $4,660-73.0% |
| Participant deferral / active EE | $2,917 | $5,619-48.1% | $5,057-42.3% | $6,688-56.4% |
| Admin fee / account holder | $2,918 | $9,750-70.1% | $8,355-65.1% | $13,397-78.2% |