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 | $147,083 | $74,927+96.3% | $101,794+44.5% | $84,808+73.4% |
| Participation rate | 32.0% | 61.4%-29.4pp | 69.2%-37.2pp | 68.3%-36.3pp |
| Annual return | 17.98% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $712 | $1,522-53.2% | $2,289-68.9% | $2,631-72.9% |
| Participant deferral / active EE | $2,162 | $3,099-30.2% | $4,084-47.1% | $4,212-48.7% |
| Admin fee / account holder | $3,764 | $6,514-42.2% | $8,777-57.1% | $7,344-48.7% |