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 | $184,326 | $88,672+107.9% | $105,223+75.2% | $82,448+123.6% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 13.27% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,158 | $3,048+3.6% | $3,689-14.4% | $2,551+23.8% |
| Participant deferral / active EE | $9,471 | $4,036+134.7% | $5,072+86.8% | $4,139+128.8% |
| Admin fee / account holder | $21,982 | $7,146+207.6% | $8,859+148.1% | $7,234+203.9% |