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 | $234,699 | $117,983+98.9% | $101,794+130.6% | $142,382+64.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 17.45% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,019 | $2,773+8.9% | $2,289+31.9% | $4,299-29.8% |
| Participant deferral / active EE | $6,544 | $4,714+38.8% | $4,084+60.2% | $6,507+0.6% |
| Admin fee / account holder | $581 | $10,433-94.4% | $8,777-93.4% | $12,624-95.4% |