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 | $159,152 | $81,460+95.4% | $103,333+54.0% | $80,856+96.8% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 17.42% | 25.55%-8.1pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $948 | $3,105-69.5% | $3,868-75.5% | $2,755-65.6% |
| Participant deferral / active EE | $4,173 | $3,869+7.9% | $5,057-17.5% | $4,296-2.8% |
| Admin fee / account holder | $2,667 | $6,566-59.4% | $8,355-68.1% | $6,918-61.5% |