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 | $114,626 | $49,922+129.6% | $80,569+42.3% | $75,163+52.5% |
| Participation rate | 68.3% | 55.3%+13.0pp | 67.0%+1.3pp | 67.2%+1.1pp |
| Annual return | 24.29% | 34.69%-10.4pp | 935.43%-911.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $5,571 | $1,698+228.0% | $2,723+104.6% | $2,670+108.7% |
| Participant deferral / active EE | $8,620 | $2,990+188.3% | $4,447+93.8% | $4,125+109.0% |
| Admin fee / account holder | $8,513 | $3,577+138.0% | $5,377+58.3% | $5,651+50.6% |