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 | $221,699 | $89,753+147.0% | $107,525+106.2% | $84,808+161.4% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 18.14% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,280 | $3,113-26.8% | $3,754-39.3% | $2,631-13.4% |
| Participant deferral / active EE | $9,680 | $4,056+138.7% | $5,116+89.2% | $4,212+129.8% |
| Admin fee / account holder | $454 | $7,222-93.7% | $8,919-94.9% | $7,344-93.8% |