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 5-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 | $176,310 | $76,407+130.8% | $150,298+17.3% | $82,448+113.8% |
| Participation rate | 32.4% | 66.4%-34.0pp | 77.8%-45.4pp | 68.1%-35.7pp |
| Annual return | 13.80% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,540 | $2,614-41.1% | $4,154-62.9% | $2,551-39.6% |
| Participant deferral / active EE | $3,383 | $3,214+5.2% | $5,453-38.0% | $4,139-18.3% |
| Admin fee / account holder | $1,023 | $6,352-83.9% | $14,116-92.8% | $7,234-85.9% |