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 | $191,973 | $132,634+44.7% | $115,768+65.8% | $137,256+39.9% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.4%-12.5pp | 80.0%-18.1pp |
| Annual return | 17.38% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,041 | $3,360-9.5% | $2,940+3.4% | $4,156-26.8% |
| Participant deferral / active EE | $5,683 | $5,619+1.1% | $4,917+15.6% | $6,407-11.3% |
| Admin fee / account holder | $3,801 | $15,028-74.7% | $12,439-69.4% | $12,270-69.0% |