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 | $126,818 | $64,324+97.2% | $118,925+6.6% | $79,858+58.8% |
| Participation rate | 56.5% | 64.9%-8.4pp | 75.4%-18.9pp | 69.6%-13.2pp |
| Annual return | 14.19% | 86.45%-72.3pp | 35.88%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,111 | $1,836-39.5% | $3,263-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $3,735 | $2,824+32.3% | $4,265-12.4% | $3,740-0.1% |
| Admin fee / account holder | $7,671 | $4,040+89.9% | $6,581+16.6% | $5,306+44.6% |