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 | $150,514 | $101,724+48.0% | $164,813-8.7% | $80,856+86.1% |
| Participation rate | 31.0% | 71.8%-40.9pp | 78.6%-47.7pp | 67.6%-36.7pp |
| Annual return | 15.91% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $929 | $2,953-68.6% | $4,341-78.6% | $2,755-66.3% |
| Participant deferral / active EE | $2,438 | $4,477-45.5% | $6,031-59.6% | $4,296-43.2% |
| Admin fee / account holder | $1,318 | $8,227-84.0% | $12,690-89.6% | $6,918-80.9% |