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 | $170,357 | $114,381+48.9% | $107,525+58.4% | $142,382+19.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 11.86% | 242.71%-230.8pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,138 | $4,015-71.7% | $3,754-69.7% | $4,299-73.5% |
| Participant deferral / active EE | $5,719 | $5,564+2.8% | $5,116+11.8% | $6,507-12.1% |
| Admin fee / account holder | $8,280 | $9,860-16.0% | $8,919-7.2% | $12,624-34.4% |