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 | $149,304 | $89,753+66.3% | $107,525+38.9% | $84,808+76.0% |
| Participation rate | 30.8% | 68.1%-37.3pp | 75.1%-44.3pp | 68.3%-37.5pp |
| Annual return | 13.34% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $891 | $3,113-71.4% | $3,754-76.3% | $2,631-66.2% |
| Participant deferral / active EE | $2,355 | $4,056-41.9% | $5,116-54.0% | $4,212-44.1% |
| Admin fee / account holder | $2,449 | $7,222-66.1% | $8,919-72.5% | $7,344-66.7% |