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 | $150,693 | $81,248+85.5% | $155,509-3.1% | $80,856+86.4% |
| Participation rate | 20.6% | 66.2%-45.6pp | 78.2%-57.6pp | 67.6%-47.0pp |
| Annual return | 17.24% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.4pp |
| Employer contribution / active EE | $723 | $3,100-76.7% | $4,672-84.5% | $2,755-73.7% |
| Participant deferral / active EE | $1,634 | $3,452-52.6% | $5,626-71.0% | $4,296-62.0% |
| Admin fee / account holder | $5,746 | $7,997-28.1% | $15,912-63.9% | $6,918-16.9% |