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 | $152,428 | $91,190+67.2% | $178,490-14.6% | $79,858+90.9% |
| Participation rate | 51.1% | 69.2%-18.1pp | 81.9%-30.8pp | 69.6%-18.5pp |
| Annual return | 11.41% | 24.19%-12.8pp | 151.07%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,011 | $3,256-68.9% | $5,011-79.8% | $2,471-59.1% |
| Participant deferral / active EE | $1,798 | $3,236-44.4% | $5,202-65.4% | $3,740-51.9% |
| Admin fee / account holder | $3,550 | $6,751-47.4% | $13,984-74.6% | $5,306-33.1% |