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 | $228,396 | $177,572+28.6% | $154,803+47.5% | $142,382+60.4% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.1%-24.7pp | 80.1%-26.8pp |
| Annual return | 12.42% | 65.07%-52.6pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,647 | $4,810-45.0% | $4,305-38.5% | $4,299-38.4% |
| Participant deferral / active EE | $3,636 | $6,272-42.0% | $5,540-34.4% | $6,507-44.1% |
| Admin fee / account holder | $1,593 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |