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 | $172,280 | $103,376+66.7% | $87,100+97.8% | $152,861+12.7% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 27.60% | 28.10%-0.5pp | 28.19%-0.6pp | 345.32%-317.7pp |
| Employer contribution / active EE | $915 | $3,220-71.6% | $2,521-63.7% | $4,762-80.8% |
| Participant deferral / active EE | $3,583 | $4,778-25.0% | $4,049-11.5% | $5,850-38.8% |
| Admin fee / account holder | $22,680 | $12,205+85.8% | $7,497+202.5% | $11,596+95.6% |