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 | $149,430 | $64,324+132.3% | $118,925+25.7% | $79,858+87.1% |
| Participation rate | 41.7% | 64.9%-23.2pp | 75.4%-33.7pp | 69.6%-28.0pp |
| Annual return | 11.78% | 86.45%-74.7pp | 35.88%-24.1pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,951 | $1,836+6.2% | $3,263-40.2% | $2,471-21.1% |
| Participant deferral / active EE | $1,585 | $2,824-43.9% | $4,265-62.8% | $3,740-57.6% |
| Admin fee / account holder | $8,747 | $4,040+116.5% | $6,581+32.9% | $5,306+64.8% |