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 | $210,850 | $211,958-0.5% | $169,463+24.4% | $135,375+55.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.49% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $766 | $5,120-85.0% | $4,159-81.6% | $4,779-84.0% |
| Participant deferral / active EE | $9,254 | $6,075+52.3% | $5,277+75.4% | $5,609+65.0% |
| Admin fee / account holder | $1,774 | $11,471-84.5% | $9,109-80.5% | $10,827-83.6% |