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 | $175,138 | $62,573+179.9% | $85,682+104.4% | $85,850+104.0% |
| Participation rate | 18.2% | 61.1%-43.0pp | 69.9%-51.7pp | 69.3%-51.1pp |
| Annual return | 16.99% | 23.77%-6.8pp | 21.49%-4.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,799 | $1,757+2.4% | $2,618-31.3% | $2,565-29.9% |
| Participant deferral / active EE | $7,194 | $2,802+156.7% | $3,923+83.4% | $3,952+82.1% |
| Admin fee / account holder | $5,754 | $4,640+24.0% | $6,873-16.3% | $6,260-8.1% |