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 | $173,611 | $89,753+93.4% | $107,525+61.5% | $84,808+104.7% |
| Participation rate | 40.6% | 68.1%-27.4pp | 75.1%-34.4pp | 68.3%-27.7pp |
| Annual return | 15.38% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,397 | $3,113-55.1% | $3,754-62.8% | $2,631-46.9% |
| Participant deferral / active EE | $1,762 | $4,056-56.6% | $5,116-65.6% | $4,212-58.2% |
| Admin fee / account holder | $1,758 | $7,222-75.7% | $8,919-80.3% | $7,344-76.1% |