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 | $141,669 | $83,477+69.7% | $125,175+13.2% | $72,985+94.1% |
| Participation rate | 27.6% | 73.3%-45.7pp | 79.8%-52.2pp | 69.5%-41.9pp |
| Annual return | 17.25% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $563 | $2,345-76.0% | $3,865-85.4% | $2,440-76.9% |
| Participant deferral / active EE | $2,292 | $3,585-36.1% | $4,937-53.6% | $3,607-36.5% |
| Admin fee / account holder | $962 | $5,517-82.6% | $9,702-90.1% | $5,124-81.2% |