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 | $85,728 | $63,346+35.3% | $92,233-7.1% | $70,131+22.2% |
| Participation rate | 54.1% | 68.7%-14.6pp | 76.5%-22.4pp | 69.5%-15.5pp |
| Annual return | 18.00% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $6,252 | $2,471+153.0% | $3,679+69.9% | $2,342+166.9% |
| Participant deferral / active EE | $2,856 | $2,854+0.1% | $3,897-26.7% | $3,332-14.3% |
| Admin fee / account holder | $2,186 | $3,840-43.1% | $5,194-57.9% | $4,645-52.9% |