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 | $228,776 | $58,851+288.7% | $115,157+98.7% | $72,985+213.5% |
| Participation rate | 50.0% | 65.5%-15.5pp | 75.9%-25.9pp | 69.5%-19.5pp |
| Annual return | 24.72% | 23.16%+1.6pp | 35.60%-10.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,160 | $1,798+75.8% | $3,179-0.6% | $2,440+29.5% |
| Participant deferral / active EE | $5,112 | $2,643+93.5% | $4,168+22.6% | $3,607+41.7% |
| Admin fee / account holder | $398 | $6,370-93.8% | $7,088-94.4% | $5,124-92.2% |