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 | $192,936 | $73,787+161.5% | $98,716+95.4% | $82,448+134.0% |
| Participation rate | 46.7% | 61.4%-14.7pp | 69.3%-22.6pp | 68.1%-21.4pp |
| Annual return | 18.45% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,782 | $1,511+17.9% | $2,279-21.8% | $2,551-30.1% |
| Participant deferral / active EE | $5,429 | $3,081+76.2% | $4,048+34.1% | $4,139+31.1% |
| Admin fee / account holder | $4,714 | $6,500-27.5% | $8,703-45.8% | $7,234-34.8% |