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 | $148,510 | $67,606+119.7% | $82,313+80.4% | $70,131+111.8% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.9%-27.5pp | 69.5%-20.2pp |
| Annual return | 19.49% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $973 | $1,755-44.5% | $2,428-59.9% | $2,342-58.4% |
| Participant deferral / active EE | $2,392 | $2,987-19.9% | $3,706-35.5% | $3,332-28.2% |
| Admin fee / account holder | $4,384 | $4,512-2.8% | $5,608-21.8% | $4,645-5.6% |