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 | $124,204 | $86,286+43.9% | $111,297+11.6% | $85,850+44.7% |
| Participation rate | 60.6% | 73.3%-12.7pp | 77.3%-16.7pp | 69.3%-8.7pp |
| Annual return | 16.10% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,185 | $2,043+104.8% | $2,731+53.2% | $2,565+63.1% |
| Participant deferral / active EE | $4,537 | $3,641+24.6% | $4,487+1.1% | $3,952+14.8% |
| Admin fee / account holder | $2,499 | $8,188-69.5% | $7,964-68.6% | $6,260-60.1% |