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 | $160,061 | $209,336-23.5% | $197,124-18.8% | $137,256+16.6% |
| Participation rate | 69.6% | 87.3%-17.7pp | 86.7%-17.1pp | 80.0%-10.4pp |
| Annual return | 17.54% | 48.09%-30.5pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,088 | $6,591-7.6% | $6,227-2.2% | $4,156+46.5% |
| Participant deferral / active EE | $9,543 | $9,614-0.7% | $9,135+4.5% | $6,407+49.0% |
| Admin fee / account holder | $3,329 | $17,308-80.8% | $16,298-79.6% | $12,270-72.9% |