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 | $159,986 | $106,515+50.2% | $96,683+65.5% | $139,434+14.7% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.1pp |
| Annual return | 20.17% | 38.43%-18.3pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,074 | $4,103-49.5% | $3,737-44.5% | $4,751-56.4% |
| Participant deferral / active EE | $5,398 | $5,454-1.0% | $4,878+10.7% | $6,710-19.6% |
| Admin fee / account holder | $3,781 | $7,877-52.0% | $6,730-43.8% | $11,403-66.8% |