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 | $159,397 | $106,749+49.3% | $145,433+9.6% | $82,448+93.3% |
| Participation rate | 57.6% | 75.6%-18.1pp | 82.1%-24.5pp | 68.1%-10.5pp |
| Annual return | 18.07% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,865 | $3,444-45.9% | $4,554-59.1% | $2,551-26.9% |
| Participant deferral / active EE | $3,631 | $6,519-44.3% | $7,897-54.0% | $4,139-12.3% |
| Admin fee / account holder | $475 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |