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 | $147,637 | $89,753+64.5% | $107,525+37.3% | $84,808+74.1% |
| Participation rate | 63.9% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.4pp |
| Annual return | 12.91% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,329 | $3,113-25.2% | $3,754-38.0% | $2,631-11.5% |
| Participant deferral / active EE | $3,252 | $4,056-19.8% | $5,116-36.4% | $4,212-22.8% |
| Admin fee / account holder | $2,244 | $7,222-68.9% | $8,919-74.8% | $7,344-69.4% |