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 | $169,850 | $88,672+91.5% | $105,223+61.4% | $82,448+106.0% |
| Participation rate | 62.2% | 67.9%-5.8pp | 75.0%-12.9pp | 68.1%-5.9pp |
| Annual return | 15.06% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,225 | $3,048+5.8% | $3,689-12.6% | $2,551+26.4% |
| Participant deferral / active EE | $4,745 | $4,036+17.6% | $5,072-6.4% | $4,139+14.6% |
| Admin fee / account holder | $2,914 | $7,146-59.2% | $8,859-67.1% | $7,234-59.7% |