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 | $211,995 | $127,264+66.6% | $109,895+92.9% | $167,490+26.6% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.2%-5.0pp | 82.1%-12.9pp |
| Annual return | 14.91% | 22.97%-8.1pp | 29.45%-14.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,815 | $3,322-45.4% | $2,842-36.2% | $4,837-62.5% |
| Participant deferral / active EE | $3,356 | $4,514-25.6% | $4,048-17.1% | $6,341-47.1% |
| Admin fee / account holder | $20,150 | $7,114+183.2% | $6,066+232.2% | $12,309+63.7% |