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 | $196,460 | $107,452+82.8% | $91,541+114.6% | $142,382+38.0% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.8%-6.1pp | 80.1%-16.5pp |
| Annual return | 14.03% | 22.06%-8.0pp | 20.50%-6.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $9,091 | $2,994+203.6% | $2,505+263.0% | $4,299+111.5% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,432 | $8,834-72.5% | $6,956-65.0% | $12,624-80.7% |