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 | $222,234 | $62,573+255.2% | $85,682+159.4% | $85,850+158.9% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.9%-2.2pp | 69.3%-1.7pp |
| Annual return | 16.15% | 23.77%-7.6pp | 21.49%-5.3pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,801 | $1,757+2.5% | $2,618-31.2% | $2,565-29.8% |
| Participant deferral / active EE | $4,802 | $2,802+71.4% | $3,923+22.4% | $3,952+21.5% |
| Admin fee / account holder | $1,588 | $4,640-65.8% | $6,873-76.9% | $6,260-74.6% |