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 | $163,105 | $114,381+42.6% | $107,525+51.7% | $142,382+14.6% |
| Participation rate | 36.4% | 78.1%-41.8pp | 75.1%-38.7pp | 80.1%-43.8pp |
| Annual return | 17.78% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,282 | $4,015-43.2% | $3,754-39.2% | $4,299-46.9% |
| Participant deferral / active EE | $4,535 | $5,564-18.5% | $5,116-11.3% | $6,507-30.3% |
| Admin fee / account holder | $2,250 | $9,860-77.2% | $8,919-74.8% | $12,624-82.2% |