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 | $149,046 | $89,753+66.1% | $107,525+38.6% | $84,808+75.7% |
| Participation rate | 61.4% | 68.1%-6.7pp | 75.1%-13.7pp | 68.3%-6.9pp |
| Annual return | 16.11% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,603 | $3,113-48.5% | $3,754-57.3% | $2,631-39.1% |
| Participant deferral / active EE | $4,420 | $4,056+9.0% | $5,116-13.6% | $4,212+5.0% |
| Admin fee / account holder | $4,387 | $7,222-39.3% | $8,919-50.8% | $7,344-40.3% |