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 | $153,396 | $56,053+173.7% | $75,972+101.9% | $80,856+89.7% |
| Participation rate | 41.1% | 62.0%-21.0pp | 69.1%-28.0pp | 67.6%-26.6pp |
| Annual return | 10.56% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $908 | $1,874-51.6% | $2,685-66.2% | $2,755-67.0% |
| Participant deferral / active EE | $2,659 | $3,052-12.9% | $4,255-37.5% | $4,296-38.1% |
| Admin fee / account holder | $1,562 | $5,234-70.2% | $6,467-75.8% | $6,918-77.4% |