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 | $153,155 | $72,277+111.9% | $101,248+51.3% | $79,858+91.8% |
| Participation rate | 39.1% | 68.5%-29.3pp | 75.8%-36.7pp | 69.6%-30.5pp |
| Annual return | 12.48% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,290 | $2,692-52.1% | $3,660-64.7% | $2,471-47.8% |
| Participant deferral / active EE | $2,717 | $3,282-17.2% | $4,370-37.8% | $3,740-27.4% |
| Admin fee / account holder | $7,201 | $4,400+63.6% | $5,945+21.1% | $5,306+35.7% |