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 | $214,225 | $94,338+127.1% | $100,534+113.1% | $142,382+50.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 80.6%-25.1pp | 80.1%-24.6pp |
| Annual return | 15.77% | 29.20%-13.4pp | 32.66%-16.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,541 | $4,237+7.2% | $4,346+4.5% | $4,299+5.6% |
| Participant deferral / active EE | $5,371 | $5,934-9.5% | $6,144-12.6% | $6,507-17.5% |
| Admin fee / account holder | $3,347 | $8,421-60.3% | $7,654-56.3% | $12,624-73.5% |