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 | $172,223 | $81,248+112.0% | $155,509+10.7% | $80,856+113.0% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 16.27% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,808 | $3,100-9.4% | $4,672-39.9% | $2,755+1.9% |
| Participant deferral / active EE | $7,896 | $3,452+128.8% | $5,626+40.3% | $4,296+83.8% |
| Admin fee / account holder | $14,791 | $7,997+85.0% | $15,912-7.0% | $6,918+113.8% |