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 | $162,768 | $117,381+38.7% | $99,443+63.7% | $152,861+6.5% |
| Participation rate | 36.4% | 77.5%-41.2pp | 73.8%-37.5pp | 82.4%-46.1pp |
| Annual return | 19.51% | 31.87%-12.4pp | 30.72%-11.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,488 | $3,013-17.4% | $2,540-2.0% | $4,762-47.8% |
| Participant deferral / active EE | $5,314 | $4,086+30.1% | $3,619+46.9% | $5,850-9.2% |
| Admin fee / account holder | $1,370 | $7,631-82.0% | $6,250-78.1% | $11,596-88.2% |