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 | $175,891 | $99,985+75.9% | $146,665+19.9% | $85,850+104.9% |
| Participation rate | 58.6% | 73.1%-14.4pp | 80.1%-21.4pp | 69.3%-10.7pp |
| Annual return | 21.15% | 18.93%+2.2pp | 22.74%-1.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $3,926 | $2,559+53.4% | $4,136-5.1% | $2,565+53.1% |
| Participant deferral / active EE | $5,949 | $4,006+48.5% | $5,506+8.1% | $3,952+50.6% |
| Admin fee / account holder | $1,201 | $7,702-84.4% | $10,280-88.3% | $6,260-80.8% |