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 | $157,803 | $89,753+75.8% | $107,525+46.8% | $84,808+86.1% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 14.55% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,619 | $3,113-48.0% | $3,754-56.9% | $2,631-38.5% |
| Participant deferral / active EE | $1,897 | $4,056-53.2% | $5,116-62.9% | $4,212-55.0% |
| Admin fee / account holder | $726 | $7,222-90.0% | $8,919-91.9% | $7,344-90.1% |