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 | $222,122 | $110,257+101.5% | $96,544+130.1% | $139,434+59.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 10.85% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,675 | $3,620-26.1% | $2,965-9.8% | $4,751-43.7% |
| Participant deferral / active EE | $3,730 | $5,548-32.8% | $4,851-23.1% | $6,710-44.4% |
| Admin fee / account holder | $4,615 | $11,591-60.2% | $8,252-44.1% | $11,403-59.5% |