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 | $97,125+80.4% | $86,233+103.2% | $137,256+27.7% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.0%-10.2pp | 80.0%-21.1pp |
| Annual return | 14.26% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,685 | $2,841-40.7% | $2,504-32.7% | $4,156-59.4% |
| Participant deferral / active EE | $2,827 | $5,180-45.4% | $4,559-38.0% | $6,407-55.9% |
| Admin fee / account holder | $15,724 | $9,725+61.7% | $8,342+88.5% | $12,270+28.1% |