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 | $184,189 | $83,477+120.6% | $125,175+47.1% | $72,985+152.4% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 20.64% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,932 | $2,345+25.0% | $3,865-24.1% | $2,440+20.2% |
| Participant deferral / active EE | $5,892 | $3,585+64.3% | $4,937+19.3% | $3,607+63.3% |
| Admin fee / account holder | $29,102 | $5,517+427.5% | $9,702+200.0% | $5,124+467.9% |