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 | $172,103 | $77,899+120.9% | $149,673+15.0% | $75,163+129.0% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,231 | $3,137-60.8% | $4,818-74.4% | $2,670-53.9% |
| Participant deferral / active EE | $3,305 | $3,411-3.1% | $5,680-41.8% | $4,125-19.9% |
| Admin fee / account holder | $1,858 | $5,956-68.8% | $13,210-85.9% | $5,651-67.1% |