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 | $219,574 | $105,181+108.8% | $159,436+37.7% | $85,850+155.8% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.3pp |
| Annual return | 19.23% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,289 | $3,318-61.2% | $4,829-73.3% | $2,565-49.8% |
| Participant deferral / active EE | $4,486 | $5,945-24.5% | $7,352-39.0% | $3,952+13.5% |
| Admin fee / account holder | $797 | $6,933-88.5% | $10,799-92.6% | $6,260-87.3% |