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 | $175,242 | $100,773+73.9% | $88,946+97.0% | $142,382+23.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 68.8%-10.0pp | 80.1%-21.3pp |
| Annual return | 14.26% | 70.18%-55.9pp | 57.82%-43.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,685 | $2,918-42.2% | $2,555-34.0% | $4,299-60.8% |
| Participant deferral / active EE | $2,827 | $5,230-46.0% | $4,581-38.3% | $6,507-56.6% |
| Admin fee / account holder | $15,724 | $9,693+62.2% | $8,261+90.3% | $12,624+24.6% |