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 | $246,923 | $72,492+240.6% | $87,100+183.5% | $72,985+238.3% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 27.16% | 24.46%+2.7pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,873 | $1,894-1.1% | $2,521-25.7% | $2,440-23.2% |
| Participant deferral / active EE | $4,253 | $3,270+30.1% | $4,049+5.1% | $3,607+17.9% |
| Admin fee / account holder | $6,531 | $5,055+29.2% | $7,497-12.9% | $5,124+27.4% |