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 | $144,050 | $69,362+107.7% | $101,248+42.3% | $73,488+96.0% |
| Participation rate | 13.9% | 68.4%-54.5pp | 75.8%-61.9pp | 70.7%-56.8pp |
| Annual return | 12.54% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $681 | $2,628-74.1% | $3,660-81.4% | $2,270-70.0% |
| Participant deferral / active EE | $1,537 | $3,300-53.4% | $4,370-64.8% | $3,740-58.9% |
| Admin fee / account holder | $10,869 | $704+1444.9% | $5,945+82.8% | $513+2018.5% |