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 | $226,324 | $87,013+160.1% | $106,213+113.1% | $80,856+179.9% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.6%-23.2pp |
| Annual return | 14.35% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,118 | $2,395-53.3% | $3,171-64.7% | $2,755-59.4% |
| Participant deferral / active EE | $2,719 | $3,986-31.8% | $5,016-45.8% | $4,296-36.7% |
| Admin fee / account holder | $693 | $8,431-91.8% | $11,033-93.7% | $6,918-90.0% |