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 | $239,762 | $116,175+106.4% | $93,606+156.1% | $152,861+56.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 19.17% | 35.96%-16.8pp | 32.76%-13.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,431 | $3,218-55.5% | $2,718-47.4% | $4,762-70.0% |
| Participant deferral / active EE | $2,435 | $4,603-47.1% | $4,069-40.2% | $5,850-58.4% |
| Admin fee / account holder | $5,684 | $10,748-47.1% | $7,888-27.9% | $11,596-51.0% |