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 | $134,454 | $77,899+72.6% | $149,673-10.2% | $75,163+78.9% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 16.19% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,204 | $3,137+2.1% | $4,818-33.5% | $2,670+20.0% |
| Participant deferral / active EE | $8,449 | $3,411+147.7% | $5,680+48.7% | $4,125+104.8% |
| Admin fee / account holder | $16,509 | $5,956+177.2% | $13,210+25.0% | $5,651+192.1% |