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 | $174,719 | $81,233+115.1% | $155,567+12.3% | $80,874+116.0% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 15.86% | 33.33%-17.5pp | 64.74%-48.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,651 | $3,101-46.8% | $4,674-64.7% | $2,756-40.1% |
| Participant deferral / active EE | $3,189 | $3,452-7.6% | $5,628-43.3% | $4,297-25.8% |
| Admin fee / account holder | $9,469 | $7,998+18.4% | $15,916-40.5% | $6,935+36.5% |