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 | $126,942 | $91,190+39.2% | $178,490-28.9% | $79,858+59.0% |
| Participation rate | 61.3% | 69.2%-7.9pp | 81.9%-20.6pp | 69.6%-8.3pp |
| Annual return | 22.38% | 24.19%-1.8pp | 151.07%-128.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $2,263 | $3,256-30.5% | $5,011-54.8% | $2,471-8.4% |
| Participant deferral / active EE | $4,454 | $3,236+37.6% | $5,202-14.4% | $3,740+19.1% |
| Admin fee / account holder | $4,849 | $6,751-28.2% | $13,984-65.3% | $5,306-8.6% |