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 | $149,891 | $71,050+111.0% | $93,606+60.1% | $80,856+85.4% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 18.16% | 11.26%+6.9pp | 133.20%-115.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,148 | $1,564-26.6% | $2,420-52.6% | $2,755-58.3% |
| Participant deferral / active EE | $3,985 | $4,034-1.2% | $4,411-9.7% | $4,296-7.2% |
| Admin fee / account holder | $1,856 | $6,945-73.3% | $8,285-77.6% | $6,918-73.2% |