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 | $179,032 | $114,381+56.5% | $107,525+66.5% | $142,382+25.7% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 20.24% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,017 | $4,015-74.7% | $3,754-72.9% | $4,299-76.3% |
| Participant deferral / active EE | $5,053 | $5,564-9.2% | $5,116-1.2% | $6,507-22.3% |
| Admin fee / account holder | $1,306 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |