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 | $224,231 | $159,602+40.5% | $150,045+49.4% | $142,382+57.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 20.50% | 70.24%-49.7pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,612 | $4,961-7.0% | $4,693-1.7% | $4,299+7.3% |
| Participant deferral / active EE | $3,976 | $8,310-52.2% | $7,997-50.3% | $6,507-38.9% |
| Admin fee / account holder | $2,596 | $14,846-82.5% | $13,435-80.7% | $12,624-79.4% |