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 | $162,564 | $73,933+119.9% | $96,683+68.1% | $75,163+116.3% |
| Participation rate | 24.4% | 66.4%-42.0pp | 74.3%-49.9pp | 67.2%-42.7pp |
| Annual return | 28.20% | 26.70%+1.5pp | 35.69%-7.5pp | 160.62%-132.4pp |
| Employer contribution / active EE | $1,669 | $2,928-43.0% | $3,737-55.3% | $2,670-37.5% |
| Participant deferral / active EE | $2,536 | $3,659-30.7% | $4,878-48.0% | $4,125-38.5% |
| Admin fee / account holder | $1,019 | $5,216-80.5% | $6,730-84.9% | $5,651-82.0% |