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 | $149,643 | $72,277+107.0% | $101,248+47.8% | $79,858+87.4% |
| Participation rate | 39.6% | 68.5%-28.9pp | 75.8%-36.2pp | 69.6%-30.0pp |
| Annual return | 11.83% | 22.30%-10.5pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $695 | $2,692-74.2% | $3,660-81.0% | $2,471-71.9% |
| Participant deferral / active EE | $1,768 | $3,282-46.1% | $4,370-59.5% | $3,740-52.7% |
| Admin fee / account holder | $835 | $4,400-81.0% | $5,945-86.0% | $5,306-84.3% |