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 | $159,831 | $71,050+125.0% | $93,606+70.7% | $80,856+97.7% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.6%-26.7pp |
| Annual return | 18.57% | 11.26%+7.3pp | 133.20%-114.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $971 | $1,564-37.9% | $2,420-59.9% | $2,755-64.7% |
| Participant deferral / active EE | $1,663 | $4,034-58.8% | $4,411-62.3% | $4,296-61.3% |
| Admin fee / account holder | $33,534 | $6,945+382.9% | $8,285+304.8% | $6,918+384.7% |