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 | $204,909 | $110,257+85.8% | $96,544+112.2% | $139,434+47.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.51% | 26.32%-5.8pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,106 | $3,620-69.5% | $2,965-62.7% | $4,751-76.7% |
| Participant deferral / active EE | $3,711 | $5,548-33.1% | $4,851-23.5% | $6,710-44.7% |
| Admin fee / account holder | $5,653 | $11,591-51.2% | $8,252-31.5% | $11,403-50.4% |