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 | $150,018 | $68,914+117.7% | $136,749+9.7% | $74,304+101.9% |
| Participation rate | 17.7% | 51.3%-33.7pp | 72.1%-54.5pp | 60.3%-42.7pp |
| Annual return | 15.52% | 16.34%-0.8pp | 24.33%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $481 | $1,561-69.2% | $3,400-85.9% | $2,241-78.5% |
| Participant deferral / active EE | $1,673 | $2,541-34.2% | $4,692-64.4% | $3,767-55.6% |
| Admin fee / account holder | $318 | $3,149-89.9% | $11,386-97.2% | $2,969-89.3% |