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 | $194,489 | $114,381+70.0% | $107,525+80.9% | $142,382+36.6% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 12.51% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,686 | $4,015-58.0% | $3,754-55.1% | $4,299-60.8% |
| Participant deferral / active EE | $3,485 | $5,564-37.4% | $5,116-31.9% | $6,507-46.4% |
| Admin fee / account holder | $3,010 | $9,860-69.5% | $8,919-66.2% | $12,624-76.2% |