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 | $177,473 | $114,381+55.2% | $107,525+65.1% | $142,382+24.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 11.77% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,489 | $4,015-38.0% | $3,754-33.7% | $4,299-42.1% |
| Participant deferral / active EE | $6,501 | $5,564+16.8% | $5,116+27.1% | $6,507-0.1% |
| Admin fee / account holder | $6,700 | $9,860-32.0% | $8,919-24.9% | $12,624-46.9% |