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 | $171,508 | $95,803+79.0% | $113,168+51.6% | $84,808+102.2% |
| Participation rate | 55.9% | 72.9%-16.9pp | 76.6%-20.6pp | 68.3%-12.4pp |
| Annual return | 17.89% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,940 | $2,360-17.8% | $2,975-34.8% | $2,631-26.3% |
| Participant deferral / active EE | $5,025 | $4,242+18.5% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $7,634 | $8,989-15.1% | $12,068-36.7% | $7,344+4.0% |