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 | $163,252 | $124,425+31.2% | $112,040+45.7% | $137,256+18.9% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 15.03% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,889 | $3,411-44.6% | $2,954-36.0% | $4,156-54.5% |
| Participant deferral / active EE | $4,048 | $5,718-29.2% | $5,098-20.6% | $6,407-36.8% |
| Admin fee / account holder | $5,458 | $15,207-64.1% | $12,098-54.9% | $12,270-55.5% |