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 | $151,658 | $77,896+94.7% | $134,172+13.0% | $82,448+83.9% |
| Participation rate | 22.4% | 62.8%-40.4pp | 72.5%-50.1pp | 68.1%-45.7pp |
| Annual return | 18.33% | 18.21%+0.1pp | 25.30%-7.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $829 | $2,159-61.6% | $3,420-75.8% | $2,551-67.5% |
| Participant deferral / active EE | $1,906 | $3,162-39.7% | $4,690-59.4% | $4,139-53.9% |
| Admin fee / account holder | $14,474 | $6,336+128.4% | $12,016+20.5% | $7,234+100.1% |