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 | $159,304 | $76,407+108.5% | $150,298+6.0% | $82,448+93.2% |
| Participation rate | 42.0% | 66.4%-24.4pp | 77.8%-35.8pp | 68.1%-26.1pp |
| Annual return | 13.42% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $890 | $2,614-66.0% | $4,154-78.6% | $2,551-65.1% |
| Participant deferral / active EE | $4,569 | $3,214+42.1% | $5,453-16.2% | $4,139+10.4% |
| Admin fee / account holder | $1,696 | $6,352-73.3% | $14,116-88.0% | $7,234-76.6% |