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 | $160,615 | $115,708+38.8% | $65,255+146.1% | $139,434+15.2% |
| Participation rate | 47.6% | 67.8%-20.2pp | 65.0%-17.3pp | 80.3%-32.7pp |
| Annual return | 14.96% | 31.19%-16.2pp | 47.35%-32.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,058 | $2,599+17.6% | $1,691+80.8% | $4,751-35.6% |
| Participant deferral / active EE | $4,494 | $4,240+6.0% | $2,831+58.7% | $6,710-33.0% |
| Admin fee / account holder | $11,564 | $6,698+72.6% | $4,112+181.2% | $11,403+1.4% |