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 | $159,003 | $56,114+183.4% | $96,139+65.4% | $85,850+85.2% |
| Participation rate | 28.2% | 56.7%-28.6pp | 68.4%-40.3pp | 69.3%-41.1pp |
| Annual return | 14.90% | 42.30%-27.4pp | 191.94%-177.0pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,573 | $1,620-2.9% | $2,797-43.7% | $2,565-38.7% |
| Participant deferral / active EE | $2,032 | $2,859-28.9% | $4,349-53.3% | $3,952-48.6% |
| Admin fee / account holder | $1,539 | $3,768-59.1% | $5,537-72.2% | $6,260-75.4% |