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 | $201,697 | $63,764+216.3% | $81,930+146.2% | $79,858+152.6% |
| Participation rate | 17.9% | 67.5%-49.6pp | 72.0%-54.1pp | 69.6%-51.8pp |
| Annual return | 26.38% | 22.66%+3.7pp | 29.49%-3.1pp | 31.71%-5.3pp |
| Employer contribution / active EE | $5,307 | $1,795+195.6% | $4,310+23.1% | $2,471+114.8% |
| Participant deferral / active EE | $6,174 | $2,780+122.0% | $7,107-13.1% | $3,740+65.1% |
| Admin fee / account holder | $6,671 | $4,426+50.7% | $5,158+29.3% | $5,306+25.7% |