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 | $220,585 | $165,335+33.4% | $149,696+47.4% | $158,922+38.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.33% | 348.15%-334.8pp | 276.60%-263.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,460 | $5,103-51.8% | $4,644-47.0% | $4,761-48.3% |
| Participant deferral / active EE | $6,221 | $7,181-13.4% | $6,842-9.1% | $5,982+4.0% |
| Admin fee / account holder | $1,183 | $10,807-89.1% | $9,309-87.3% | $11,246-89.5% |