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 | $187,708 | $86,286+117.5% | $111,297+68.7% | $85,850+118.6% |
| Participation rate | 67.9% | 73.3%-5.5pp | 77.3%-9.5pp | 69.3%-1.5pp |
| Annual return | 13.51% | 19.99%-6.5pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,004 | $2,043-50.9% | $2,731-63.2% | $2,565-60.9% |
| Participant deferral / active EE | $2,900 | $3,641-20.3% | $4,487-35.4% | $3,952-26.6% |
| Admin fee / account holder | $2,859 | $8,188-65.1% | $7,964-64.1% | $6,260-54.3% |