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 | $180,029 | $56,054+221.2% | $171,082+5.2% | $62,891+186.3% |
| Participation rate | 55.6% | 62.9%-7.3pp | 76.7%-21.1pp | 69.3%-13.8pp |
| Annual return | 7.98% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,452 | $1,731+272.7% | $4,002+61.2% | $2,281+182.9% |
| Participant deferral / active EE | $8,794 | $3,158+178.5% | $4,797+83.3% | $3,203+174.6% |
| Admin fee / account holder | $3,046 | $3,647-16.5% | $8,520-64.2% | $4,296-29.1% |