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 | $200,540 | $86,929+130.7% | $102,423+95.8% | $80,856+148.0% |
| Participation rate | 16.1% | 72.4%-56.2pp | 76.5%-60.4pp | 67.6%-51.5pp |
| Annual return | 17.35% | 18.88%-1.5pp | 29.32%-12.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,092 | $2,369-53.9% | $3,023-63.9% | $2,755-60.4% |
| Participant deferral / active EE | $1,921 | $4,118-53.4% | $5,053-62.0% | $4,296-55.3% |
| Admin fee / account holder | $2,916 | $8,049-63.8% | $9,451-69.1% | $6,918-57.9% |