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 | $213,522 | $117,983+81.0% | $101,794+109.8% | $142,382+50.0% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.2%-30.3pp | 80.1%-41.2pp |
| Annual return | 14.04% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,025 | $2,773-27.0% | $2,289-11.5% | $4,299-52.9% |
| Participant deferral / active EE | $4,918 | $4,714+4.3% | $4,084+20.4% | $6,507-24.4% |
| Admin fee / account holder | $9,778 | $10,433-6.3% | $8,777+11.4% | $12,624-22.5% |