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 | $173,881 | $80,968+114.8% | $96,544+80.1% | $75,163+131.3% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 21.79% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.8pp |
| Employer contribution / active EE | $896 | $2,282-60.7% | $2,965-69.8% | $2,670-66.4% |
| Participant deferral / active EE | $2,380 | $3,928-39.4% | $4,851-50.9% | $4,125-42.3% |
| Admin fee / account holder | $1,087 | $6,724-83.8% | $8,252-86.8% | $5,651-80.8% |