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 | $148,598 | $78,672+88.9% | $109,143+36.2% | $85,850+73.1% |
| Participation rate | 63.0% | 68.3%-5.2pp | 75.9%-12.8pp | 69.3%-6.3pp |
| Annual return | 12.15% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,533 | $2,735-7.4% | $3,722-32.0% | $2,565-1.3% |
| Participant deferral / active EE | $6,916 | $3,467+99.5% | $4,653+48.6% | $3,952+75.0% |
| Admin fee / account holder | $7,950 | $5,469+45.4% | $6,752+17.7% | $6,260+27.0% |