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 | $163,441 | $57,590+183.8% | $86,233+89.5% | $82,448+98.2% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 16.72% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,774 | $1,655+7.2% | $2,504-29.2% | $2,551-30.5% |
| Participant deferral / active EE | $3,986 | $3,080+29.4% | $4,559-12.6% | $4,139-3.7% |
| Admin fee / account holder | $3,070 | $4,730-35.1% | $8,342-63.2% | $7,234-57.6% |