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 | $213,057 | $113,339+88.0% | $94,993+124.3% | $147,584+44.4% |
| Participation rate | 45.5% | 78.0%-32.5pp | 73.9%-28.4pp | 82.8%-37.4pp |
| Annual return | 17.81% | 20.77%-3.0pp | 27.12%-9.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,790 | $3,160-11.7% | $2,603+7.2% | $4,876-42.8% |
| Participant deferral / active EE | $6,332 | $3,777+67.6% | $3,317+90.9% | $5,439+16.4% |
| Admin fee / account holder | $2,238 | $6,063-63.1% | $4,960-54.9% | $10,885-79.4% |