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 | $154,478 | $57,590+168.2% | $86,233+79.1% | $82,448+87.4% |
| Participation rate | 64.3% | 57.9%+6.4pp | 69.0%-4.7pp | 68.1%-3.8pp |
| Annual return | 20.09% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,347 | $1,655-18.6% | $2,504-46.2% | $2,551-47.2% |
| Participant deferral / active EE | $5,422 | $3,080+76.1% | $4,559+18.9% | $4,139+31.0% |
| Admin fee / account holder | $9,544 | $4,730+101.8% | $8,342+14.4% | $7,234+31.9% |