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 | $202,890 | $69,515+191.9% | $86,874+133.5% | $85,850+136.3% |
| Participation rate | 22.6% | 66.3%-43.7pp | 71.6%-49.1pp | 69.3%-46.7pp |
| Annual return | 14.95% | 20.12%-5.2pp | 63.52%-48.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $5,349 | $1,880+184.5% | $2,495+114.4% | $2,565+108.5% |
| Participant deferral / active EE | $6,014 | $2,919+106.0% | $3,699+62.6% | $3,952+52.2% |
| Admin fee / account holder | $3,197 | $5,972-46.5% | $5,828-45.1% | $6,260-48.9% |