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 | $239,960 | $101,724+135.9% | $164,813+45.6% | $80,856+196.8% |
| Participation rate | 45.7% | 71.8%-26.1pp | 78.6%-32.9pp | 67.6%-21.9pp |
| Annual return | 18.71% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,560 | $2,953-47.2% | $4,341-64.1% | $2,755-43.4% |
| Participant deferral / active EE | $4,459 | $4,477-0.4% | $6,031-26.1% | $4,296+3.8% |
| Admin fee / account holder | $5,535 | $8,227-32.7% | $12,690-56.4% | $6,918-20.0% |