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 | $223,061 | $104,251+114.0% | $91,001+145.1% | $147,584+51.1% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 12.32% | 27.06%-14.7pp | 4.60%+7.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,889 | $3,116-7.3% | $2,456+17.6% | $4,876-40.8% |
| Participant deferral / active EE | $8,373 | $4,195+99.6% | $3,547+136.0% | $5,439+54.0% |
| Admin fee / account holder | $21,624 | $8,948+141.7% | $5,417+299.2% | $10,885+98.7% |