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 | $149,863 | $127,065+17.9% | $113,168+32.4% | $142,382+5.3% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,752 | $3,442-49.1% | $2,975-41.1% | $4,299-59.2% |
| Participant deferral / active EE | $4,321 | $5,716-24.4% | $5,107-15.4% | $6,507-33.6% |
| Admin fee / account holder | $4,387 | $15,736-72.1% | $12,068-63.6% | $12,624-65.2% |