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 | $230,540 | $112,729+104.5% | $98,716+133.5% | $137,256+68.0% |
| Participation rate | 52.2% | 74.2%-22.1pp | 69.3%-17.1pp | 80.0%-27.8pp |
| Annual return | 15.42% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,752 | $2,725+1.0% | $2,279+20.8% | $4,156-33.8% |
| Participant deferral / active EE | $6,828 | $4,640+47.2% | $4,048+68.7% | $6,407+6.6% |
| Admin fee / account holder | $869 | $10,129-91.4% | $8,703-90.0% | $12,270-92.9% |