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 | $158,324 | $86,929+82.1% | $102,423+54.6% | $80,856+95.8% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-7.0pp |
| Annual return | 15.63% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,161 | $2,369-8.8% | $3,023-28.5% | $2,755-21.5% |
| Participant deferral / active EE | $5,858 | $4,118+42.2% | $5,053+15.9% | $4,296+36.4% |
| Admin fee / account holder | $2,756 | $8,049-65.8% | $9,451-70.8% | $6,918-60.2% |