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 | $155,643 | $103,376+50.6% | $87,100+78.7% | $152,861+1.8% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 20.62% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,207 | $3,220-31.5% | $2,521-12.5% | $4,762-53.7% |
| Participant deferral / active EE | $6,198 | $4,778+29.7% | $4,049+53.1% | $5,850+5.9% |
| Admin fee / account holder | $22,677 | $12,205+85.8% | $7,497+202.5% | $11,596+95.6% |