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 | $122,879 | $86,286+42.4% | $111,297+10.4% | $85,850+43.1% |
| Participation rate | 65.2% | 73.3%-8.1pp | 77.3%-12.1pp | 69.3%-4.1pp |
| Annual return | 13.76% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $10,358 | $2,043+407.0% | $2,731+279.3% | $2,565+303.8% |
| Participant deferral / active EE | $2,418 | $3,641-33.6% | $4,487-46.1% | $3,952-38.8% |
| Admin fee / account holder | $1,082 | $8,188-86.8% | $7,964-86.4% | $6,260-82.7% |