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 | $229,320 | $104,974+118.5% | $95,585+139.9% | $142,382+61.1% |
| Participation rate | 69.6% | 75.0%-5.4pp | 72.1%-2.5pp | 80.1%-10.6pp |
| Annual return | 15.71% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,405 | $2,779-13.4% | $2,527-4.8% | $4,299-44.1% |
| Participant deferral / active EE | $4,548 | $4,352+4.5% | $4,023+13.1% | $6,507-30.1% |
| Admin fee / account holder | $7,958 | $6,386+24.6% | $6,127+29.9% | $12,624-37.0% |