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 | $117,353 | $91,190+28.7% | $178,490-34.3% | $79,858+47.0% |
| Participation rate | 55.4% | 69.2%-13.8pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 13.43% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,005 | $3,256-38.4% | $5,011-60.0% | $2,471-18.9% |
| Participant deferral / active EE | $5,123 | $3,236+58.3% | $5,202-1.5% | $3,740+37.0% |
| Admin fee / account holder | $2,123 | $6,751-68.6% | $13,984-84.8% | $5,306-60.0% |