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 | $153,768 | $153,7720% | $133,980+14.8% | $273,961-43.9% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.1%-49.6pp | 83.0%-45.5pp |
| Annual return | 8.63% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,591 | $6,029-73.6% | $5,211-69.5% | $4,869-67.3% |
| Participant deferral / active EE | $5,452 | $6,958-21.7% | $6,282-13.2% | $5,287+3.1% |
| Admin fee / account holder | $663 | $11,765-94.4% | $9,324-92.9% | $10,132-93.5% |