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 | $194,752 | $86,929+124.0% | $102,423+90.1% | $80,856+140.9% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.3pp | 67.6%-4.4pp |
| Annual return | 16.07% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,408 | $2,369+1.6% | $3,023-20.4% | $2,755-12.6% |
| Participant deferral / active EE | $5,455 | $4,118+32.5% | $5,053+8.0% | $4,296+27.0% |
| Admin fee / account holder | $7,511 | $8,049-6.7% | $9,451-20.5% | $6,918+8.6% |