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 | $212,945 | $215,361-1.1% | $171,082+24.5% | $273,961-22.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.99% | 25.14%-17.1pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,341 | $4,967-52.9% | $4,002-41.5% | $4,869-51.9% |
| Participant deferral / active EE | $7,520 | $5,543+35.7% | $4,797+56.8% | $5,287+42.2% |
| Admin fee / account holder | $1,090 | $10,846-90.0% | $8,520-87.2% | $10,132-89.2% |