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 | $185,318 | $106,584+73.9% | $101,326+82.9% | $142,382+30.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 20.75% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,608 | $3,956-59.3% | $3,665-56.1% | $4,299-62.6% |
| Participant deferral / active EE | $6,806 | $8,297-18.0% | $7,994-14.9% | $6,507+4.6% |
| Admin fee / account holder | $931 | $11,446-91.9% | $11,185-91.7% | $12,624-92.6% |