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 | $217,294 | $117,983+84.2% | $101,794+113.5% | $142,382+52.6% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 14.19% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,940 | $2,773+6.0% | $2,289+28.4% | $4,299-31.6% |
| Participant deferral / active EE | $6,218 | $4,714+31.9% | $4,084+52.3% | $6,507-4.4% |
| Admin fee / account holder | $3,899 | $10,433-62.6% | $8,777-55.6% | $12,624-69.1% |