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 | $147,740 | $72,277+104.4% | $101,248+45.9% | $79,858+85.0% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 22.52% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $2,002 | $2,692-25.6% | $3,660-45.3% | $2,471-19.0% |
| Participant deferral / active EE | $2,783 | $3,282-15.2% | $4,370-36.3% | $3,740-25.6% |
| Admin fee / account holder | $4,136 | $4,400-6.0% | $5,945-30.4% | $5,306-22.1% |