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 | $128,855 | $70,428+83.0% | $96,562+33.4% | $85,850+50.1% |
| Participation rate | 46.7% | 61.8%-15.1pp | 69.8%-23.1pp | 69.3%-22.6pp |
| Annual return | 20.11% | 18.59%+1.5pp | 37.78%-17.7pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,205 | $1,413-14.7% | $2,356-48.9% | $2,565-53.0% |
| Participant deferral / active EE | $3,616 | $2,894+25.0% | $3,849-6.0% | $3,952-8.5% |
| Admin fee / account holder | $3,147 | $4,997-37.0% | $6,181-49.1% | $6,260-49.7% |