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 | $137,841 | $91,190+51.2% | $178,490-22.8% | $79,858+72.6% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.7pp | 69.6%-7.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,769 | $3,256-45.7% | $5,011-64.7% | $2,471-28.4% |
| Participant deferral / active EE | $5,049 | $3,236+56.0% | $5,202-2.9% | $3,740+35.0% |
| Admin fee / account holder | $13,302 | $6,751+97.0% | $13,984-4.9% | $5,306+150.7% |