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 | $240,887 | $148,534+62.2% | $135,903+77.2% | $139,434+72.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.06% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,777 | $5,243-47.0% | $4,856-42.8% | $4,751-41.5% |
| Participant deferral / active EE | $9,273 | $8,100+14.5% | $7,758+19.5% | $6,710+38.2% |
| Admin fee / account holder | $2,225 | $12,400-82.1% | $10,762-79.3% | $11,403-80.5% |