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 | $241,630 | $181,894+32.8% | $156,549+54.3% | $273,961-11.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.38% | 30.74%-21.4pp | 32.23%-22.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,130 | $6,248-49.9% | $5,501-43.1% | $4,869-35.7% |
| Participant deferral / active EE | $5,180 | $5,550-6.7% | $4,871+6.3% | $5,287-2.0% |
| Admin fee / account holder | $3,165 | $15,559-79.7% | $13,027-75.7% | $10,132-68.8% |