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 | $249,783 | $127,777+95.5% | $106,548+134.4% | $167,490+49.1% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 9.90% | 33.87%-24.0pp | 26.80%-16.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $996 | $3,427-70.9% | $2,819-64.7% | $4,837-79.4% |
| Participant deferral / active EE | $4,529 | $5,087-11.0% | $4,398+3.0% | $6,341-28.6% |
| Admin fee / account holder | $3,349 | $11,228-70.2% | $7,407-54.8% | $12,309-72.8% |