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 | $230,023 | $165,335+39.1% | $149,696+53.7% | $158,922+44.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 13.52% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,489 | $5,103-31.6% | $4,644-24.9% | $4,761-26.7% |
| Participant deferral / active EE | $6,636 | $7,181-7.6% | $6,842-3.0% | $5,982+10.9% |
| Admin fee / account holder | $8,019 | $10,807-25.8% | $9,309-13.9% | $11,246-28.7% |