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 | $243,825 | $114,381+113.2% | $107,525+126.8% | $142,382+71.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 22.35% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,974 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $7,026 | $5,564+26.3% | $5,116+37.4% | $6,507+8.0% |
| Admin fee / account holder | $7,695 | $9,860-22.0% | $8,919-13.7% | $12,624-39.0% |