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 | $219,396 | $114,381+91.8% | $107,525+104.0% | $142,382+54.1% |
| Participation rate | 43.5% | 78.1%-34.7pp | 75.1%-31.6pp | 80.1%-36.6pp |
| Annual return | 13.81% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,614 | $4,015-34.9% | $3,754-30.4% | $4,299-39.2% |
| Participant deferral / active EE | $6,524 | $5,564+17.2% | $5,116+27.5% | $6,507+0.3% |
| Admin fee / account holder | $2,603 | $9,860-73.6% | $8,919-70.8% | $12,624-79.4% |