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 | $172,227 | $71,050+142.4% | $93,606+84.0% | $80,856+113.0% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 31.00% | 11.26%+19.7pp | 133.20%-102.2pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,900 | $1,564+21.5% | $2,420-21.5% | $2,755-31.0% |
| Participant deferral / active EE | $7,175 | $4,034+77.9% | $4,411+62.6% | $4,296+67.0% |
| Admin fee / account holder | $6,987 | $6,945+0.6% | $8,285-15.7% | $6,918+1.0% |