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 | $169,666 | $95,453+77.7% | $112,040+51.4% | $82,448+105.8% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 17.12% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,083 | $2,318-10.1% | $2,954-29.5% | $2,551-18.3% |
| Participant deferral / active EE | $5,751 | $4,224+36.2% | $5,098+12.8% | $4,139+38.9% |
| Admin fee / account holder | $3,242 | $9,013-64.0% | $12,098-73.2% | $7,234-55.2% |