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 | $153,904 | $87,166+76.6% | $76,735+100.6% | $137,256+12.1% |
| Participation rate | 40.9% | 74.4%-33.4pp | 69.5%-28.6pp | 80.0%-39.1pp |
| Annual return | 14.15% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,686 | $2,904-42.0% | $2,454-31.3% | $4,156-59.4% |
| Participant deferral / active EE | $2,307 | $4,726-51.2% | $4,088-43.6% | $6,407-64.0% |
| Admin fee / account holder | $11,611 | $8,403+38.2% | $7,189+61.5% | $12,270-5.4% |