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 | $184,807 | $80,968+128.2% | $96,544+91.4% | $75,163+145.9% |
| Participation rate | 64.0% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.2pp |
| Annual return | 15.58% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,729 | $2,282-24.2% | $2,965-41.7% | $2,670-35.3% |
| Participant deferral / active EE | $2,212 | $3,928-43.7% | $4,851-54.4% | $4,125-46.4% |
| Admin fee / account holder | $12,056 | $6,724+79.3% | $8,252+46.1% | $5,651+113.4% |