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 | $243,593 | $163,101+49.4% | $136,749+78.1% | $142,382+71.1% |
| Participation rate | 0.0% | 78.2%-78.2pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 11.19% | 27.54%-16.4pp | 24.33%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,517 | $4,117-38.8% | $3,400-26.0% | $4,299-41.4% |
| Participant deferral / active EE | $12,640 | $5,585+126.3% | $4,692+169.4% | $6,507+94.2% |
| Admin fee / account holder | $2,162 | $14,318-84.9% | $11,386-81.0% | $12,624-82.9% |