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 | $161,693 | $58,828+174.9% | $77,999+107.3% | $62,891+157.1% |
| Participation rate | 55.2% | 71.1%-15.9pp | 75.5%-20.4pp | 69.3%-14.1pp |
| Annual return | 6.25% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $304 | $1,672-81.8% | $2,470-87.7% | $2,281-86.7% |
| Participant deferral / active EE | $3,642 | $2,686+35.6% | $3,497+4.1% | $3,203+13.7% |
| Admin fee / account holder | $7,871 | $4,393+79.1% | $5,480+43.6% | $4,296+83.2% |