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 | $146,015 | $89,753+62.7% | $107,525+35.8% | $84,808+72.2% |
| Participation rate | 65.7% | 68.1%-2.3pp | 75.1%-9.4pp | 68.3%-2.6pp |
| Annual return | 13.98% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,673 | $3,113-14.1% | $3,754-28.8% | $2,631+1.6% |
| Participant deferral / active EE | $6,478 | $4,056+59.7% | $5,116+26.6% | $4,212+53.8% |
| Admin fee / account holder | $10,247 | $7,222+41.9% | $8,919+14.9% | $7,344+39.5% |