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 | $145,708 | $118,450+23.0% | $98,439+48.0% | $139,434+4.5% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 14.38% | 18.94%-4.6pp | 21.16%-6.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,198 | $3,609-66.8% | $3,048-60.7% | $4,751-74.8% |
| Participant deferral / active EE | $2,498 | $5,392-53.7% | $4,738-47.3% | $6,710-62.8% |
| Admin fee / account holder | $5,514 | $14,026-60.7% | $8,948-38.4% | $11,403-51.6% |