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 | $127,400 | $94,031+35.5% | $115,768+10.0% | $82,448+54.5% |
| Participation rate | 40.3% | 70.4%-30.1pp | 74.4%-34.1pp | 68.1%-27.7pp |
| Annual return | 15.33% | 20.61%-5.3pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,569 | $2,323-32.5% | $2,940-46.6% | $2,551-38.5% |
| Participant deferral / active EE | $2,869 | $3,972-27.8% | $4,917-41.6% | $4,139-30.7% |
| Admin fee / account holder | $424 | $10,249-95.9% | $12,439-96.6% | $7,234-94.1% |