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 | $230,893 | $71,050+225.0% | $93,606+146.7% | $80,856+185.6% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.4pp |
| Annual return | 16.37% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,310 | $1,564-16.2% | $2,420-45.8% | $2,755-52.4% |
| Participant deferral / active EE | $3,967 | $4,034-1.6% | $4,411-10.1% | $4,296-7.6% |
| Admin fee / account holder | $9,874 | $6,945+42.2% | $8,285+19.2% | $6,918+42.7% |