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 | $159,165 | $57,590+176.4% | $86,233+84.6% | $82,448+93.0% |
| Participation rate | 46.7% | 57.9%-11.2pp | 69.0%-22.4pp | 68.1%-21.4pp |
| Annual return | 19.32% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,031 | $1,655-37.7% | $2,504-58.8% | $2,551-59.6% |
| Participant deferral / active EE | $3,529 | $3,080+14.6% | $4,559-22.6% | $4,139-14.8% |
| Admin fee / account holder | $749 | $4,730-84.2% | $8,342-91.0% | $7,234-89.6% |