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 | $227,867 | $117,983+93.1% | $101,794+123.9% | $142,382+60.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 17.63% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,364 | $2,773-14.8% | $2,289+3.3% | $4,299-45.0% |
| Participant deferral / active EE | $8,242 | $4,714+74.9% | $4,084+101.8% | $6,507+26.7% |
| Admin fee / account holder | $1,084 | $10,433-89.6% | $8,777-87.7% | $12,624-91.4% |