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 | $241,346 | $183,592+31.5% | $155,567+55.1% | $145,959+65.4% |
| Participation rate | 60.9% | 82.7%-21.8pp | 78.2%-17.3pp | 80.3%-19.4pp |
| Annual return | 15.29% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,360 | $5,315-55.6% | $4,674-49.5% | $4,661-49.4% |
| Participant deferral / active EE | $6,625 | $6,464+2.5% | $5,628+17.7% | $6,689-1.0% |
| Admin fee / account holder | $12,358 | $19,318-36.0% | $15,916-22.4% | $13,398-7.8% |