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 | $201,792 | $106,584+89.3% | $101,326+99.2% | $142,382+41.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 14.76% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,592 | $3,956-34.5% | $3,665-29.3% | $4,299-39.7% |
| Participant deferral / active EE | $4,896 | $8,297-41.0% | $7,994-38.8% | $6,507-24.8% |
| Admin fee / account holder | $319 | $11,446-97.2% | $11,185-97.1% | $12,624-97.5% |