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 | $217,456 | $115,770+87.8% | $101,248+114.8% | $158,922+36.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 13.59% | 56.14%-42.5pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,376 | $4,175+4.8% | $3,660+19.6% | $4,761-8.1% |
| Participant deferral / active EE | $5,425 | $4,957+9.4% | $4,370+24.1% | $5,982-9.3% |
| Admin fee / account holder | $7,351 | $7,245+1.5% | $5,945+23.6% | $11,246-34.6% |