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 | $80,717+97.4% | $154,803+2.9% | $84,808+87.8% |
| Participation rate | 42.0% | 66.8%-24.8pp | 78.1%-36.1pp | 68.3%-26.3pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $890 | $2,761-67.8% | $4,305-79.3% | $2,631-66.2% |
| Participant deferral / active EE | $4,569 | $3,303+38.3% | $5,540-17.5% | $4,212+8.5% |
| Admin fee / account holder | $1,696 | $6,746-74.9% | $14,329-88.2% | $7,344-76.9% |