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 | $219,123 | $103,376+112.0% | $87,100+151.6% | $152,861+43.3% |
| Participation rate | 69.6% | 79.3%-9.8pp | 76.9%-7.3pp | 82.4%-12.9pp |
| Annual return | 25.44% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,515 | $3,220-53.0% | $2,521-39.9% | $4,762-68.2% |
| Participant deferral / active EE | $4,442 | $4,778-7.0% | $4,049+9.7% | $5,850-24.1% |
| Admin fee / account holder | $12,750 | $12,205+4.5% | $7,497+70.1% | $11,596+9.9% |