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 | $153,996 | $110,257+39.7% | $96,544+59.5% | $139,434+10.4% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 11.31% | 26.32%-15.0pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,578 | $3,620-56.4% | $2,965-46.8% | $4,751-66.8% |
| Participant deferral / active EE | $2,613 | $5,548-52.9% | $4,851-46.1% | $6,710-61.1% |
| Admin fee / account holder | $8,197 | $11,591-29.3% | $8,252-0.7% | $11,403-28.1% |