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 | $136,416 | $78,672+73.4% | $109,143+25.0% | $85,850+58.9% |
| Participation rate | 55.3% | 68.3%-13.0pp | 75.9%-20.6pp | 69.3%-14.1pp |
| Annual return | 11.86% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,473 | $2,735-46.2% | $3,722-60.4% | $2,565-42.6% |
| Participant deferral / active EE | $3,426 | $3,467-1.2% | $4,653-26.4% | $3,952-13.3% |
| Admin fee / account holder | $4,254 | $5,469-22.2% | $6,752-37.0% | $6,260-32.0% |