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 | $209,173 | $165,335+26.5% | $149,696+39.7% | $158,922+31.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 14.59% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,963 | $5,103-22.3% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $5,365 | $7,181-25.3% | $6,842-21.6% | $5,982-10.3% |
| Admin fee / account holder | $21,312 | $10,807+97.2% | $9,309+129.0% | $11,246+89.5% |