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 | $213,712 | $57,016+274.8% | $84,966+151.5% | $80,856+164.3% |
| Participation rate | 26.2% | 56.3%-30.2pp | 67.5%-41.3pp | 67.6%-41.4pp |
| Annual return | 13.93% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,884 | $1,798+60.5% | $2,727+5.8% | $2,755+4.7% |
| Participant deferral / active EE | $2,418 | $3,110-22.2% | $4,519-46.5% | $4,296-43.7% |
| Admin fee / account holder | $9,423 | $4,980+89.2% | $6,149+53.3% | $6,918+36.2% |