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 | $185,429 | $89,753+106.6% | $107,525+72.5% | $84,808+118.6% |
| Participation rate | 43.3% | 68.1%-24.7pp | 75.1%-31.7pp | 68.3%-25.0pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,002 | $3,113-35.7% | $3,754-46.7% | $2,631-23.9% |
| Participant deferral / active EE | $5,600 | $4,056+38.1% | $5,116+9.5% | $4,212+33.0% |
| Admin fee / account holder | $21,882 | $7,222+203.0% | $8,919+145.3% | $7,344+198.0% |