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 | $200,040 | $152,587+31.1% | $125,175+59.8% | $152,861+30.9% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.4%-20.5pp |
| Annual return | 28.24% | 54.84%-26.6pp | 43.79%-15.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,128 | $4,946-57.0% | $3,865-44.9% | $4,762-55.3% |
| Participant deferral / active EE | $5,868 | $5,8680% | $4,937+18.9% | $5,850+0.3% |
| Admin fee / account holder | $10,051 | $13,434-25.2% | $9,702+3.6% | $11,596-13.3% |