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 | $213,242 | $209,336+1.9% | $197,124+8.2% | $137,256+55.4% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 15.66% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,091 | $6,591-53.1% | $6,227-50.4% | $4,156-25.6% |
| Participant deferral / active EE | $8,563 | $9,614-10.9% | $9,135-6.3% | $6,407+33.7% |
| Admin fee / account holder | $1,091 | $17,308-93.7% | $16,298-93.3% | $12,270-91.1% |