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 | $167,317 | $209,336-20.1% | $197,124-15.1% | $137,256+21.9% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 32.61% | 48.09%-15.5pp | 44.34%-11.7pp | 220.34%-187.7pp |
| Employer contribution / active EE | $2,122 | $6,591-67.8% | $6,227-65.9% | $4,156-48.9% |
| Participant deferral / active EE | $9,148 | $9,614-4.9% | $9,135+0.1% | $6,407+42.8% |
| Admin fee / account holder | $5,663 | $17,308-67.3% | $16,298-65.3% | $12,270-53.9% |