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 | $149,674 | $71,050+110.7% | $93,606+59.9% | $80,856+85.1% |
| Participation rate | 46.6% | 60.4%-13.9pp | 68.7%-22.2pp | 67.6%-21.1pp |
| Annual return | 14.57% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,204 | $1,564+41.0% | $2,420-8.9% | $2,755-20.0% |
| Participant deferral / active EE | $3,722 | $4,034-7.7% | $4,411-15.6% | $4,296-13.4% |
| Admin fee / account holder | $6,584 | $6,945-5.2% | $8,285-20.5% | $6,918-4.8% |