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 | $172,671 | $109,881+57.1% | $150,045+15.1% | $84,808+103.6% |
| Participation rate | 29.3% | 76.1%-46.8pp | 82.3%-53.1pp | 68.3%-39.0pp |
| Annual return | 14.17% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,095 | $3,561-41.2% | $4,693-55.4% | $2,631-20.4% |
| Participant deferral / active EE | $4,691 | $6,636-29.3% | $7,997-41.3% | $4,212+11.4% |
| Admin fee / account holder | $10,134 | $8,568+18.3% | $13,435-24.6% | $7,344+38.0% |