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 | $185,255 | $77,314+139.6% | $177,989+4.1% | $80,856+129.1% |
| Participation rate | 68.0% | 65.7%+2.3pp | 77.1%-9.1pp | 67.6%+0.4pp |
| Annual return | 13.65% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,925 | $2,292-16.0% | $3,949-51.2% | $2,755-30.1% |
| Participant deferral / active EE | $5,553 | $4,411+25.9% | $6,276-11.5% | $4,296+29.3% |
| Admin fee / account holder | $26,060 | $7,191+262.4% | $10,363+151.5% | $6,918+276.7% |