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 | $148,205 | $51,604+187.2% | $129,295+14.6% | $80,874+83.3% |
| Participation rate | 51.4% | 57.0%-5.5pp | 69.6%-18.2pp | 67.6%-16.2pp |
| Annual return | 12.24% | 20.76%-8.5pp | 9429.28%-9417.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,401 | $1,585+51.5% | $4,157-42.2% | $2,756-12.9% |
| Participant deferral / active EE | $4,494 | $2,670+68.3% | $4,169+7.8% | $4,297+4.6% |
| Admin fee / account holder | $3,778 | $4,310-12.3% | $7,665-50.7% | $6,935-45.5% |