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 | $117,243 | $86,944+34.8% | $107,525+9.0% | $74,304+57.8% |
| Participation rate | 48.1% | 59.6%-11.4pp | 75.1%-26.9pp | 60.3%-12.2pp |
| Annual return | 13.50% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,981 | $2,757+8.1% | $3,754-20.6% | $2,241+33.0% |
| Participant deferral / active EE | $3,360 | $3,554-5.5% | $5,116-34.3% | $3,767-10.8% |
| Admin fee / account holder | $11,206 | $3,727+200.7% | $8,919+25.7% | $2,969+277.5% |