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 | $181,396 | $65,409+177.3% | $98,442+84.3% | $85,850+111.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 12.07% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,358 | $2,168+8.8% | $2,960-20.3% | $2,565-8.1% |
| Participant deferral / active EE | $4,946 | $3,166+56.2% | $4,276+15.7% | $3,952+25.2% |
| Admin fee / account holder | $6,424 | $4,593+39.9% | $5,949+8.0% | $6,260+2.6% |