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 | $217,811 | $165,335+31.7% | $149,696+45.5% | $158,922+37.1% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 19.92% | 348.15%-328.2pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,031 | $5,103-79.8% | $4,644-77.8% | $4,761-78.4% |
| Participant deferral / active EE | $3,977 | $7,181-44.6% | $6,842-41.9% | $5,982-33.5% |
| Admin fee / account holder | $50,137 | $10,807+363.9% | $9,309+438.6% | $11,246+345.8% |