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 | $235,054 | $162,781+44.4% | $133,956+75.5% | $158,922+47.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 11.26% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,966 | $4,975-40.4% | $3,919-24.3% | $4,761-37.7% |
| Participant deferral / active EE | $6,694 | $5,911+13.3% | $5,048+32.6% | $5,982+11.9% |
| Admin fee / account holder | $5,357 | $11,736-54.4% | $8,927-40.0% | $11,246-52.4% |