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 | $169,208 | $78,672+115.1% | $109,143+55.0% | $85,850+97.1% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 14.25% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,393 | $2,735-12.5% | $3,722-35.7% | $2,565-6.7% |
| Participant deferral / active EE | $5,456 | $3,467+57.4% | $4,653+17.3% | $3,952+38.1% |
| Admin fee / account holder | $606 | $5,469-88.9% | $6,752-91.0% | $6,260-90.3% |