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 | $162,727 | $91,552+77.7% | $133,956+21.5% | $79,858+103.8% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 17.36% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $915 | $2,384-61.6% | $3,919-76.6% | $2,471-62.9% |
| Participant deferral / active EE | $4,984 | $3,733+33.5% | $5,048-1.3% | $3,740+33.3% |
| Admin fee / account holder | $2,135 | $6,321-66.2% | $8,927-76.1% | $5,306-59.8% |