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 | $143,245 | $227,553-37.0% | $189,557-24.4% | $167,490-14.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 10.87% | 78.40%-67.5pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,909 | $5,316-45.3% | $4,412-34.1% | $4,837-39.9% |
| Participant deferral / active EE | $9,512 | $7,002+35.8% | $6,174+54.1% | $6,341+50.0% |
| Admin fee / account holder | $1,565 | $11,878-86.8% | $9,807-84.0% | $12,309-87.3% |