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 | $168,017 | $91,190+84.3% | $178,490-5.9% | $79,858+110.4% |
| Participation rate | 65.5% | 69.2%-3.7pp | 81.9%-16.4pp | 69.6%-4.1pp |
| Annual return | 31.60% | 24.19%+7.4pp | 151.07%-119.5pp | 31.71%-0.1pp |
| Employer contribution / active EE | $1,786 | $3,256-45.1% | $5,011-64.4% | $2,471-27.7% |
| Participant deferral / active EE | $3,879 | $3,236+19.9% | $5,202-25.4% | $3,740+3.7% |
| Admin fee / account holder | $2,392 | $6,751-64.6% | $13,984-82.9% | $5,306-54.9% |