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 | $147,942 | $65,365+126.3% | $92,893+59.3% | $72,985+102.7% |
| Participation rate | 36.7% | 68.3%-31.6pp | 76.0%-39.3pp | 69.5%-32.8pp |
| Annual return | 31.84% | 42.10%-10.3pp | 109.41%-77.6pp | 81.00%-49.2pp |
| Employer contribution / active EE | $2,224 | $2,594-14.3% | $3,653-39.1% | $2,440-8.8% |
| Participant deferral / active EE | $4,271 | $3,128+36.5% | $4,236+0.8% | $3,607+18.4% |
| Admin fee / account holder | $6,779 | $4,251+59.5% | $5,794+17.0% | $5,124+32.3% |