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 | $219,045 | $183,519+19.4% | $155,509+40.9% | $145,922+50.1% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 9.52% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,480 | $5,313-72.1% | $4,672-68.3% | $4,660-68.2% |
| Participant deferral / active EE | $4,257 | $6,462-34.1% | $5,626-24.3% | $6,688-36.3% |
| Admin fee / account holder | $2,262 | $19,313-88.3% | $15,912-85.8% | $13,397-83.1% |