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 | $168,910 | $65,041+159.7% | $90,951+85.7% | $79,858+111.5% |
| Participation rate | 62.9% | 61.6%+1.3pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 11.45% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,578 | $1,247+267.1% | $2,122+115.8% | $2,471+85.3% |
| Participant deferral / active EE | $1,941 | $2,512-22.7% | $3,373-42.5% | $3,740-48.1% |
| Admin fee / account holder | $1,072 | $4,536-76.4% | $5,959-82.0% | $5,306-79.8% |