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 | $147,892 | $83,477+77.2% | $125,175+18.1% | $72,985+102.6% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.5%-1.5pp |
| Annual return | 19.88% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,141 | $2,345-8.7% | $3,865-44.6% | $2,440-12.3% |
| Participant deferral / active EE | $10,387 | $3,585+189.7% | $4,937+110.4% | $3,607+187.9% |
| Admin fee / account holder | $40,566 | $5,517+635.2% | $9,702+318.1% | $5,124+691.6% |