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 | $213,945 | $108,172+97.8% | $77,482+176.1% | $158,922+34.6% |
| Participation rate | 63.6% | 64.4%-0.8pp | 54.2%+9.5pp | 82.0%-18.3pp |
| Annual return | 6.59% | 31.67%-25.1pp | 54.79%-48.2pp | 302.83%-296.2pp |
| Employer contribution / active EE | $6,901 | $1,325+420.9% | $986+599.6% | $4,761+44.9% |
| Participant deferral / active EE | $3,242 | $2,456+32.0% | $1,861+74.2% | $5,982-45.8% |
| Admin fee / account holder | $3,063 | $3,708-17.4% | $2,858+7.2% | $11,246-72.8% |