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 | $152,234 | $85,022+79.1% | $70,515+115.9% | $139,434+9.2% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 20.66% | 30.38%-9.7pp | 32.77%-12.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,144 | $3,909-70.7% | $2,973-61.5% | $4,751-75.9% |
| Participant deferral / active EE | $4,079 | $5,890-30.7% | $4,567-10.7% | $6,710-39.2% |
| Admin fee / account holder | $1,653 | $8,906-81.4% | $6,412-74.2% | $11,403-85.5% |