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 | $175,264 | $78,422+123.5% | $95,952+82.7% | $79,858+119.5% |
| Participation rate | 37.9% | 73.5%-35.6pp | 77.1%-39.1pp | 69.6%-31.7pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $930 | $1,945-52.2% | $2,541-63.4% | $2,471-62.4% |
| Participant deferral / active EE | $2,484 | $3,440-27.8% | $4,167-40.4% | $3,740-33.6% |
| Admin fee / account holder | $991 | $5,622-82.4% | $6,795-85.4% | $5,306-81.3% |