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 | $175,957 | $81,208+116.7% | $98,907+77.9% | $79,858+120.3% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 10.78% | 60.99%-50.2pp | 196.43%-185.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,489 | $1,960-24.0% | $2,689-44.6% | $2,471-39.7% |
| Participant deferral / active EE | $5,199 | $3,265+59.2% | $4,244+22.5% | $3,740+39.0% |
| Admin fee / account holder | $2,121 | $6,013-64.7% | $6,642-68.1% | $5,306-60.0% |