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 | $213,778 | $232,540-8.1% | $185,117+15.5% | $147,584+44.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 25.16% | 43.03%-17.9pp | 40.50%-15.3pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,476 | $5,195-71.6% | $4,182-64.7% | $4,876-69.7% |
| Participant deferral / active EE | $7,177 | $5,834+23.0% | $5,045+42.3% | $5,439+32.0% |
| Admin fee / account holder | $4,083 | $10,275-60.3% | $8,159-50.0% | $10,885-62.5% |