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 | $237,843 | $110,257+115.7% | $96,544+146.4% | $139,434+70.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.59% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $6,651 | $3,620+83.8% | $2,965+124.3% | $4,751+40.0% |
| Participant deferral / active EE | $17,027 | $5,548+206.9% | $4,851+251.0% | $6,710+153.7% |
| Admin fee / account holder | $615 | $11,591-94.7% | $8,252-92.5% | $11,403-94.6% |