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 | $108,486 | $51,175+112.0% | $70,515+53.8% | $75,163+44.3% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.3%-28.3pp | 67.2%-27.2pp |
| Annual return | 16.07% | 30.02%-14.0pp | 32.77%-16.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,758 | $1,826-3.7% | $2,973-40.9% | $2,670-34.2% |
| Participant deferral / active EE | $4,068 | $2,849+42.8% | $4,567-10.9% | $4,125-1.4% |
| Admin fee / account holder | $10,125 | $4,091+147.5% | $6,412+57.9% | $5,651+79.2% |