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 | $115,668 | $148,534-22.1% | $135,903-14.9% | $139,434-17.0% |
| Participation rate | 23.5% | 83.9%-60.3pp | 81.9%-58.4pp | 80.3%-56.8pp |
| Annual return | 12.29% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $6,961 | $5,243+32.8% | $4,856+43.3% | $4,751+46.5% |
| Participant deferral / active EE | $9,468 | $8,100+16.9% | $7,758+22.0% | $6,710+41.1% |
| Admin fee / account holder | $2,861 | $12,400-76.9% | $10,762-73.4% | $11,403-74.9% |