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 | $169,095 | $117,841+43.5% | $102,423+65.1% | $145,922+15.9% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 26.76% | 31.65%-4.9pp | 29.32%-2.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $2,429 | $3,615-32.8% | $3,023-19.7% | $4,660-47.9% |
| Participant deferral / active EE | $6,208 | $5,731+8.3% | $5,053+22.9% | $6,688-7.2% |
| Admin fee / account holder | $1,826 | $13,326-86.3% | $9,451-80.7% | $13,397-86.4% |