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 | $173,345 | $162,781+6.5% | $133,956+29.4% | $158,922+9.1% |
| Participation rate | 47.6% | 83.2%-35.6pp | 79.8%-32.2pp | 82.0%-34.3pp |
| Annual return | 14.78% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,625 | $4,975-67.3% | $3,919-58.5% | $4,761-65.9% |
| Participant deferral / active EE | $4,551 | $5,911-23.0% | $5,048-9.8% | $5,982-23.9% |
| Admin fee / account holder | $6,400 | $11,736-45.5% | $8,927-28.3% | $11,246-43.1% |