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 | $145,617 | $57,590+152.8% | $86,233+68.9% | $82,448+76.6% |
| Participation rate | 57.1% | 57.9%-0.7pp | 69.0%-11.9pp | 68.1%-10.9pp |
| Annual return | 15.68% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,103 | $1,655+27.1% | $2,504-16.0% | $2,551-17.6% |
| Participant deferral / active EE | $3,003 | $3,080-2.5% | $4,559-34.1% | $4,139-27.5% |
| Admin fee / account holder | $8,816 | $4,730+86.4% | $8,342+5.7% | $7,234+21.9% |