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 | $211,723 | $136,179+55.5% | $98,755+114.4% | $167,490+26.4% |
| Participation rate | 54.5% | 70.2%-15.7pp | 65.7%-11.2pp | 82.1%-27.6pp |
| Annual return | 20.98% | 67.53%-46.5pp | 49.91%-28.9pp | 478.56%-457.6pp |
| Employer contribution / active EE | $3,081 | $2,631+17.1% | $2,067+49.0% | $4,837-36.3% |
| Participant deferral / active EE | $5,419 | $3,716+45.8% | $3,035+78.5% | $6,341-14.5% |
| Admin fee / account holder | $5,212 | $5,031+3.6% | $4,076+27.9% | $12,309-57.7% |