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 | $200,084 | $111,535+79.4% | $105,223+90.2% | $137,256+45.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 17.41% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,715 | $3,939-31.1% | $3,689-26.4% | $4,156-34.7% |
| Participant deferral / active EE | $2,898 | $5,500-47.3% | $5,072-42.9% | $6,407-54.8% |
| Admin fee / account holder | $4,971 | $9,721-48.9% | $8,859-43.9% | $12,270-59.5% |