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 | $177,843 | $78,422+126.8% | $95,952+85.3% | $79,858+122.7% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 12.20% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,023 | $1,945+4.0% | $2,541-20.4% | $2,471-18.1% |
| Participant deferral / active EE | $3,286 | $3,440-4.5% | $4,167-21.1% | $3,740-12.1% |
| Admin fee / account holder | $757 | $5,622-86.5% | $6,795-88.9% | $5,306-85.7% |