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 | $215,687 | $110,261+95.6% | $95,745+125.3% | $139,434+54.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 18.86% | 27.11%-8.3pp | 28.35%-9.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,242 | $3,257-61.9% | $2,835-56.2% | $4,751-73.9% |
| Participant deferral / active EE | $7,320 | $4,676+56.6% | $4,245+72.5% | $6,710+9.1% |
| Admin fee / account holder | $1,184 | $6,613-82.1% | $5,678-79.1% | $11,403-89.6% |