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 | $183,043 | $148,534+23.2% | $135,903+34.7% | $139,434+31.3% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.1pp |
| Annual return | 33.46% | 79.19%-45.7pp | 68.23%-34.8pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,486 | $5,243-52.6% | $4,856-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $6,294 | $8,100-22.3% | $7,758-18.9% | $6,710-6.2% |
| Admin fee / account holder | $6,543 | $12,400-47.2% | $10,762-39.2% | $11,403-42.6% |