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 | $114,434 | $56,114+103.9% | $96,139+19.0% | $85,850+33.3% |
| Participation rate | 67.5% | 56.7%+10.8pp | 68.4%-0.9pp | 69.3%-1.8pp |
| Annual return | 17.57% | 42.30%-24.7pp | 191.94%-174.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,446 | $1,620-10.7% | $2,797-48.3% | $2,565-43.6% |
| Participant deferral / active EE | $1,955 | $2,859-31.6% | $4,349-55.0% | $3,952-50.5% |
| Admin fee / account holder | $3,720 | $3,768-1.3% | $5,537-32.8% | $6,260-40.6% |