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 | $147,674 | $91,190+61.9% | $178,490-17.3% | $79,858+84.9% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 18.47% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,377 | $3,256-27.0% | $5,011-52.6% | $2,471-3.8% |
| Participant deferral / active EE | $4,333 | $3,236+33.9% | $5,202-16.7% | $3,740+15.9% |
| Admin fee / account holder | $8,322 | $6,751+23.3% | $13,984-40.5% | $5,306+56.8% |