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 | $151,799 | $65,041+133.4% | $90,951+66.9% | $79,858+90.1% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.0%-11.6pp | 69.6%-12.2pp |
| Annual return | 16.23% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,678 | $1,247+34.5% | $2,122-20.9% | $2,471-32.1% |
| Participant deferral / active EE | $3,342 | $2,512+33.1% | $3,373-0.9% | $3,740-10.6% |
| Admin fee / account holder | $9,703 | $4,536+113.9% | $5,959+62.8% | $5,306+82.9% |