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 | $208,922 | $77,899+168.2% | $149,673+39.6% | $75,163+178.0% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 20.27% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,886 | $3,137-8.0% | $4,818-40.1% | $2,670+8.1% |
| Participant deferral / active EE | $6,463 | $3,411+89.5% | $5,680+13.8% | $4,125+56.7% |
| Admin fee / account holder | $2,648 | $5,956-55.5% | $13,210-80.0% | $5,651-53.1% |