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 | $179,580 | $142,405+26.1% | $115,157+55.9% | $152,861+17.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 23.28% | 41.48%-18.2pp | 35.60%-12.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,037 | $4,010-24.3% | $3,179-4.5% | $4,762-36.2% |
| Participant deferral / active EE | $7,056 | $5,164+36.6% | $4,168+69.3% | $5,850+20.6% |
| Admin fee / account holder | $9,467 | $8,462+11.9% | $7,088+33.6% | $11,596-18.4% |