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 | $169,728 | $88,672+91.4% | $105,223+61.3% | $82,448+105.9% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.7pp | 68.1%-2.7pp |
| Annual return | 14.86% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,737 | $3,048-10.2% | $3,689-25.8% | $2,551+7.3% |
| Participant deferral / active EE | $8,146 | $4,036+101.8% | $5,072+60.6% | $4,139+96.8% |
| Admin fee / account holder | $765 | $7,146-89.3% | $8,859-91.4% | $7,234-89.4% |