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 | $246,933 | $127,065+94.3% | $113,168+118.2% | $142,382+73.4% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 14.83% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,921 | $3,442-44.2% | $2,975-35.4% | $4,299-55.3% |
| Participant deferral / active EE | $6,751 | $5,716+18.1% | $5,107+32.2% | $6,507+3.7% |
| Admin fee / account holder | $679 | $15,736-95.7% | $12,068-94.4% | $12,624-94.6% |