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 | $148,910 | $58,512+154.5% | $84,015+77.2% | $72,985+104.0% |
| Participation rate | 45.7% | 61.2%-15.6pp | 69.0%-23.4pp | 69.5%-23.8pp |
| Annual return | 19.46% | 28.93%-9.5pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,121 | $1,163-3.6% | $1,983-43.5% | $2,440-54.1% |
| Participant deferral / active EE | $2,365 | $2,394-1.2% | $3,239-27.0% | $3,607-34.4% |
| Admin fee / account holder | $14,850 | $4,569+225.0% | $6,101+143.4% | $5,124+189.8% |