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 | $158,795 | $66,402+139.1% | $109,895+44.5% | $85,850+85.0% |
| Participation rate | 67.6% | 63.9%+3.8pp | 74.2%-6.6pp | 69.3%-1.7pp |
| Annual return | 15.37% | 19.59%-4.2pp | 29.45%-14.1pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,409 | $1,687-16.5% | $2,842-50.4% | $2,565-45.1% |
| Participant deferral / active EE | $6,982 | $2,842+145.6% | $4,048+72.5% | $3,952+76.7% |
| Admin fee / account holder | $30,086 | $4,557+560.2% | $6,066+396.0% | $6,260+380.6% |