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 | $247,048 | $106,515+131.9% | $96,683+155.5% | $139,434+77.2% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 14.78% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,152 | $4,103-47.5% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $5,368 | $5,454-1.6% | $4,878+10.0% | $6,710-20.0% |
| Admin fee / account holder | $1,475 | $7,877-81.3% | $6,730-78.1% | $11,403-87.1% |