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 | $244,102 | $100,773+142.2% | $88,946+174.4% | $142,382+71.4% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.8%-21.5pp | 80.1%-32.8pp |
| Annual return | 12.33% | 70.18%-57.8pp | 57.82%-45.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,242 | $2,918-23.2% | $2,555-12.3% | $4,299-47.9% |
| Participant deferral / active EE | $5,889 | $5,230+12.6% | $4,581+28.5% | $6,507-9.5% |
| Admin fee / account holder | $2,307 | $9,693-76.2% | $8,261-72.1% | $12,624-81.7% |