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 | $202,976 | $109,881+84.7% | $150,045+35.3% | $84,808+139.3% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,885 | $3,561-19.0% | $4,693-38.5% | $2,631+9.7% |
| Participant deferral / active EE | $7,937 | $6,636+19.6% | $7,997-0.8% | $4,212+88.5% |
| Admin fee / account holder | $25,008 | $8,568+191.9% | $13,435+86.1% | $7,344+240.5% |