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 | $233,105 | $176,812+31.8% | $146,665+58.9% | $167,490+39.2% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 16.99% | 24.03%-7.0pp | 22.74%-5.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,589 | $5,160-69.2% | $4,136-61.6% | $4,837-67.1% |
| Participant deferral / active EE | $6,088 | $6,440-5.5% | $5,506+10.6% | $6,341-4.0% |
| Admin fee / account holder | $8,376 | $13,259-36.8% | $10,280-18.5% | $12,309-32.0% |