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 | $142,652 | $77,896+83.1% | $134,172+6.3% | $82,448+73.0% |
| Participation rate | 53.8% | 62.8%-8.9pp | 72.5%-18.6pp | 68.1%-14.2pp |
| Annual return | 16.78% | 18.21%-1.4pp | 25.30%-8.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,281 | $2,159-40.7% | $3,420-62.5% | $2,551-49.8% |
| Participant deferral / active EE | $3,295 | $3,162+4.2% | $4,690-29.8% | $4,139-20.4% |
| Admin fee / account holder | $942 | $6,336-85.1% | $12,016-92.2% | $7,234-87.0% |