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 | $154,632 | $53,822+187.3% | $75,696+104.3% | $85,850+80.1% |
| Participation rate | 68.8% | 69.1%-0.3pp | 74.8%-6.1pp | 69.3%-0.6pp |
| Annual return | 31.38% | 24.54%+6.8pp | 104.53%-73.1pp | 318.53%-287.2pp |
| Employer contribution / active EE | $2,525 | $2,017+25.2% | $2,743-7.9% | $2,565-1.5% |
| Participant deferral / active EE | $6,978 | $2,895+141.0% | $3,821+82.6% | $3,952+76.6% |
| Admin fee / account holder | $6,823 | $3,343+104.1% | $3,619+88.5% | $6,260+9.0% |