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 | $247,304 | $105,126+135.2% | $94,646+161.3% | $139,434+77.4% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 12.28% | 38.03%-25.8pp | 156.71%-144.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,018 | $4,106-50.8% | $3,672-45.0% | $4,751-57.5% |
| Participant deferral / active EE | $6,546 | $7,599-13.9% | $7,418-11.8% | $6,710-2.4% |
| Admin fee / account holder | $1,840 | $8,984-79.5% | $7,231-74.6% | $11,403-83.9% |