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 | $193,597 | $165,335+17.1% | $149,696+29.3% | $158,922+21.8% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 13.46% | 348.15%-334.7pp | 276.60%-263.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,170 | $5,103-77.1% | $4,644-74.8% | $4,761-75.4% |
| Participant deferral / active EE | $3,249 | $7,181-54.8% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $3,924 | $10,807-63.7% | $9,309-57.9% | $11,246-65.1% |