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 | $170,394 | $72,277+135.8% | $101,248+68.3% | $79,858+113.4% |
| Participation rate | 49.0% | 68.5%-19.5pp | 75.8%-26.8pp | 69.6%-20.7pp |
| Annual return | 15.83% | 22.30%-6.5pp | 46.47%-30.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,734 | $2,692-35.6% | $3,660-52.6% | $2,471-29.8% |
| Participant deferral / active EE | $3,900 | $3,282+18.8% | $4,370-10.8% | $3,740+4.3% |
| Admin fee / account holder | $2,240 | $4,400-49.1% | $5,945-62.3% | $5,306-57.8% |