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 | $191,169 | $111,535+71.4% | $105,223+81.7% | $137,256+39.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 14.83% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,348 | $3,939-40.4% | $3,689-36.3% | $4,156-43.5% |
| Participant deferral / active EE | $7,537 | $5,500+37.0% | $5,072+48.6% | $6,407+17.6% |
| Admin fee / account holder | $2,078 | $9,721-78.6% | $8,859-76.5% | $12,270-83.1% |