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 | $85,123 | $172,111-50.5% | $150,298-43.4% | $137,256-38.0% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 15.62% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,953 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $8,509 | $6,166+38.0% | $5,453+56.1% | $6,407+32.8% |
| Admin fee / account holder | $13,444 | $16,471-18.4% | $14,116-4.8% | $12,270+9.6% |