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 | $144,600 | $58,512+147.1% | $84,015+72.1% | $72,985+98.1% |
| Participation rate | 23.3% | 61.2%-37.9pp | 69.0%-45.7pp | 69.5%-46.2pp |
| Annual return | 20.40% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $258 | $1,163-77.8% | $1,983-87.0% | $2,440-89.4% |
| Participant deferral / active EE | $1,552 | $2,394-35.2% | $3,239-52.1% | $3,607-57.0% |
| Admin fee / account holder | $1,982 | $4,569-56.6% | $6,101-67.5% | $5,124-61.3% |