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 | $154,554 | $101,724+51.9% | $164,813-6.2% | $80,856+91.1% |
| Participation rate | 31.0% | 71.8%-40.8pp | 78.6%-47.6pp | 67.6%-36.6pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,798 | $2,953-39.1% | $4,341-58.6% | $2,755-34.7% |
| Participant deferral / active EE | $2,415 | $4,477-46.1% | $6,031-60.0% | $4,296-43.8% |
| Admin fee / account holder | $1,172 | $8,227-85.8% | $12,690-90.8% | $6,918-83.1% |