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 | $169,943 | $72,492+134.4% | $87,100+95.1% | $72,985+132.8% |
| Participation rate | 34.4% | 72.8%-38.4pp | 76.9%-42.5pp | 69.5%-35.1pp |
| Annual return | 20.04% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $889 | $1,894-53.1% | $2,521-64.7% | $2,440-63.6% |
| Participant deferral / active EE | $3,367 | $3,270+3.0% | $4,049-16.8% | $3,607-6.7% |
| Admin fee / account holder | $3,261 | $5,055-35.5% | $7,497-56.5% | $5,124-36.4% |