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 | $171,285 | $89,753+90.8% | $107,525+59.3% | $84,808+102.0% |
| Participation rate | 63.3% | 68.1%-4.7pp | 75.1%-11.7pp | 68.3%-5.0pp |
| Annual return | 17.28% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,960 | $3,113-4.9% | $3,754-21.2% | $2,631+12.5% |
| Participant deferral / active EE | $7,987 | $4,056+96.9% | $5,116+56.1% | $4,212+89.7% |
| Admin fee / account holder | $9,786 | $7,222+35.5% | $8,919+9.7% | $7,344+33.3% |