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 | $92,608 | $72,277+28.1% | $101,248-8.5% | $79,858+16.0% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 20.07% | 22.30%-2.2pp | 46.47%-26.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,156 | $2,692-19.9% | $3,660-41.1% | $2,471-12.7% |
| Participant deferral / active EE | $4,817 | $3,282+46.8% | $4,370+10.2% | $3,740+28.8% |
| Admin fee / account holder | $750 | $4,400-83.0% | $5,945-87.4% | $5,306-85.9% |