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 | $151,313 | $88,581+70.8% | $145,661+3.9% | $74,304+103.6% |
| Participation rate | 50.4% | 64.9%-14.5pp | 77.2%-26.8pp | 60.3%-9.9pp |
| Annual return | 23.61% | 34.30%-10.7pp | 101.46%-77.8pp | 29.43%-5.8pp |
| Employer contribution / active EE | $2,930 | $2,612+12.2% | $4,238-30.9% | $2,241+30.7% |
| Participant deferral / active EE | $5,386 | $4,151+29.7% | $7,198-25.2% | $3,767+43.0% |
| Admin fee / account holder | $8,656 | $2,953+193.1% | $12,466-30.6% | $2,969+191.6% |