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 | $240,021 | $117,983+103.4% | $101,794+135.8% | $142,382+68.6% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 17.89% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,846 | $2,773-33.4% | $2,289-19.4% | $4,299-57.1% |
| Participant deferral / active EE | $5,205 | $4,714+10.4% | $4,084+27.4% | $6,507-20.0% |
| Admin fee / account holder | $2,239 | $10,433-78.5% | $8,777-74.5% | $12,624-82.3% |