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 | $147,716 | $112,729+31.0% | $98,716+49.6% | $137,256+7.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.33% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $763 | $2,725-72.0% | $2,279-66.5% | $4,156-81.7% |
| Participant deferral / active EE | $5,680 | $4,640+22.4% | $4,048+40.3% | $6,407-11.3% |
| Admin fee / account holder | $347 | $10,129-96.6% | $8,703-96.0% | $12,270-97.2% |