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 | $152,422 | $114,381+33.3% | $107,525+41.8% | $142,382+7.1% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 20.01% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,620 | $4,015-34.7% | $3,754-30.2% | $4,299-39.1% |
| Participant deferral / active EE | $5,703 | $5,564+2.5% | $5,116+11.5% | $6,507-12.4% |
| Admin fee / account holder | $533 | $9,860-94.6% | $8,919-94.0% | $12,624-95.8% |