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 | $147,920 | $64,324+130.0% | $118,925+24.4% | $79,858+85.2% |
| Participation rate | 40.6% | 64.9%-24.2pp | 75.4%-34.8pp | 69.6%-29.0pp |
| Annual return | 12.81% | 86.45%-73.6pp | 35.88%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $930 | $1,836-49.3% | $3,263-71.5% | $2,471-62.4% |
| Participant deferral / active EE | $2,153 | $2,824-23.8% | $4,265-49.5% | $3,740-42.4% |
| Admin fee / account holder | $2,626 | $4,040-35.0% | $6,581-60.1% | $5,306-50.5% |