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 | $165,701 | $95,266+73.9% | $82,389+101.1% | $142,382+16.4% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.5%-16.2pp | 80.1%-26.8pp |
| Annual return | 16.21% | 25.74%-9.5pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,473 | $2,991-17.3% | $2,517-1.8% | $4,299-42.5% |
| Participant deferral / active EE | $7,591 | $4,809+57.9% | $4,155+82.7% | $6,507+16.7% |
| Admin fee / account holder | $29,537 | $8,563+244.9% | $7,231+308.5% | $12,624+134.0% |