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 | $222,824 | $80,673+176.2% | $101,326+119.9% | $84,808+162.7% |
| Participation rate | 65.6% | 77.8%-12.2pp | 81.5%-15.9pp | 68.3%-2.7pp |
| Annual return | 19.16% | 38.95%-19.8pp | 36.82%-17.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,171 | $2,698+91.7% | $3,665+41.1% | $2,631+96.5% |
| Participant deferral / active EE | $9,892 | $6,840+44.6% | $7,994+23.7% | $4,212+134.9% |
| Admin fee / account holder | $9,137 | $12,784-28.5% | $11,185-18.3% | $7,344+24.4% |