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 | $164,849 | $86,929+89.6% | $102,423+60.9% | $80,856+103.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 17.34% | 18.88%-1.5pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $830 | $2,369-65.0% | $3,023-72.6% | $2,755-69.9% |
| Participant deferral / active EE | $3,640 | $4,118-11.6% | $5,053-28.0% | $4,296-15.3% |
| Admin fee / account holder | $1,311 | $8,049-83.7% | $9,451-86.1% | $6,918-81.1% |