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 | $138,246 | $85,766+61.2% | $136,294+1.4% | $70,131+97.1% |
| Participation rate | 53.6% | 74.2%-20.5pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 21.85% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $2,004 | $2,966-32.4% | $4,695-57.3% | $2,342-14.4% |
| Participant deferral / active EE | $4,501 | $5,051-10.9% | $6,247-27.9% | $3,332+35.1% |
| Admin fee / account holder | $4,340 | $5,420-19.9% | $9,243-53.0% | $4,645-6.6% |