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 | $214,304 | $118,450+80.9% | $98,439+117.7% | $139,434+53.7% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 21.84% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,263 | $3,609-37.3% | $3,048-25.8% | $4,751-52.4% |
| Participant deferral / active EE | $5,567 | $5,392+3.2% | $4,738+17.5% | $6,710-17.0% |
| Admin fee / account holder | $30,288 | $14,026+115.9% | $8,948+238.5% | $11,403+165.6% |