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 | $202,169 | $133,922+51.0% | $116,228+73.9% | $142,382+42.0% |
| Participation rate | 52.9% | 77.9%-24.9pp | 74.6%-21.6pp | 80.1%-27.2pp |
| Annual return | 13.37% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,387 | $3,446-1.7% | $2,994+13.1% | $4,299-21.2% |
| Participant deferral / active EE | $6,398 | $5,672+12.8% | $4,953+29.2% | $6,507-1.7% |
| Admin fee / account holder | $3,423 | $14,945-77.1% | $11,989-71.4% | $12,624-72.9% |