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 | $122,536 | $65,365+87.5% | $92,893+31.9% | $72,985+67.9% |
| Participation rate | 43.1% | 68.3%-25.3pp | 76.0%-32.9pp | 69.5%-26.4pp |
| Annual return | 20.74% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,305 | $2,594-49.7% | $3,653-64.3% | $2,440-46.5% |
| Participant deferral / active EE | $2,501 | $3,128-20.1% | $4,236-41.0% | $3,607-30.7% |
| Admin fee / account holder | $1,961 | $4,251-53.9% | $5,794-66.1% | $5,124-61.7% |