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 | $203,665 | $152,460+33.6% | $118,746+71.5% | $147,584+38.0% |
| Participation rate | 56.5% | 82.3%-25.7pp | 78.3%-21.8pp | 82.8%-26.3pp |
| Annual return | 13.14% | 17.41%-4.3pp | 24.54%-11.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,195 | $5,046-76.3% | $4,193-71.5% | $4,876-75.5% |
| Participant deferral / active EE | $6,454 | $6,212+3.9% | $5,332+21.0% | $5,439+18.7% |
| Admin fee / account holder | $1,339 | $16,953-92.1% | $10,720-87.5% | $10,885-87.7% |