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 | $159,697 | $74,927+113.1% | $101,794+56.9% | $84,808+88.3% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.2%-23.9pp | 68.3%-23.1pp |
| Annual return | 17.23% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $833 | $1,522-45.2% | $2,289-63.6% | $2,631-68.3% |
| Participant deferral / active EE | $2,219 | $3,099-28.4% | $4,084-45.7% | $4,212-47.3% |
| Admin fee / account holder | $2,185 | $6,514-66.5% | $8,777-75.1% | $7,344-70.2% |