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 | $126,608 | $77,634+63.1% | $156,549-19.1% | $62,891+101.3% |
| Participation rate | 65.9% | 71.2%-5.3pp | 84.0%-18.2pp | 69.3%-3.5pp |
| Annual return | 4.73% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,086 | $3,444-39.4% | $5,501-62.1% | $2,281-8.5% |
| Participant deferral / active EE | $4,285 | $3,045+40.7% | $4,871-12.0% | $3,203+33.8% |
| Admin fee / account holder | $10,637 | $5,561+91.3% | $13,027-18.4% | $4,296+147.6% |