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 | $114,829 | $198,466-42.1% | $170,442-32.6% | $147,584-22.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.72% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $5,312 | $6,184-14.1% | $5,433-2.2% | $4,876+8.9% |
| Participant deferral / active EE | $11,502 | $5,629+104.3% | $4,939+132.9% | $5,439+111.5% |
| Admin fee / account holder | $20,308 | $16,852+20.5% | $13,880+46.3% | $10,885+86.6% |