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 | $170,861 | $78,422+117.9% | $95,952+78.1% | $79,858+114.0% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.7pp | 69.6%-6.3pp |
| Annual return | 27.01% | 19.37%+7.6pp | 91.61%-64.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $819 | $1,945-57.9% | $2,541-67.8% | $2,471-66.9% |
| Participant deferral / active EE | $2,494 | $3,440-27.5% | $4,167-40.2% | $3,740-33.3% |
| Admin fee / account holder | $5,284 | $5,622-6.0% | $6,795-22.2% | $5,306-0.4% |