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 | $165,653 | $93,071+78.0% | $74,583+122.1% | $273,961-39.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 10.43% | 26.18%-15.8pp | 20.47%-10.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,707 | $3,160-46.0% | $2,525-32.4% | $4,869-64.9% |
| Participant deferral / active EE | $3,509 | $4,160-15.7% | $3,458+1.5% | $5,287-33.6% |
| Admin fee / account holder | $3,697 | $5,272-29.9% | $4,138-10.7% | $10,132-63.5% |