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 | $148,186 | $58,828+151.9% | $77,999+90.0% | $62,891+135.6% |
| Participation rate | 51.2% | 71.1%-19.8pp | 75.5%-24.3pp | 69.3%-18.1pp |
| Annual return | 9.03% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $841 | $1,672-49.7% | $2,470-65.9% | $2,281-63.1% |
| Participant deferral / active EE | $1,684 | $2,686-37.3% | $3,497-51.8% | $3,203-47.4% |
| Admin fee / account holder | $3,171 | $4,393-27.8% | $5,480-42.1% | $4,296-26.2% |