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 | $206,190 | $91,037+126.5% | $71,671+187.7% | $147,584+39.7% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 13.63% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $4,514 | $3,327+35.7% | $2,460+83.5% | $4,876-7.4% |
| Participant deferral / active EE | $16,000 | $4,498+255.7% | $3,438+365.4% | $5,439+194.2% |
| Admin fee / account holder | $410 | $8,613-95.2% | $5,558-92.6% | $10,885-96.2% |