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 | $171,327 | $95,453+79.5% | $112,040+52.9% | $82,448+107.8% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.5%-31.3pp | 68.1%-22.9pp |
| Annual return | 14.24% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,609 | $2,318-30.6% | $2,954-45.5% | $2,551-36.9% |
| Participant deferral / active EE | $3,696 | $4,224-12.5% | $5,098-27.5% | $4,139-10.7% |
| Admin fee / account holder | $6,674 | $9,013-26.0% | $12,098-44.8% | $7,234-7.7% |