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 7-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 | $210,244 | $214,378-1.9% | $200,582+4.8% | $142,382+47.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 17.12% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,930 | $6,841-57.2% | $6,419-54.3% | $4,299-31.8% |
| Participant deferral / active EE | $14,411 | $9,865+46.1% | $9,331+54.4% | $6,507+121.5% |
| Admin fee / account holder | $5,262 | $17,692-70.3% | $16,305-67.7% | $12,624-58.3% |