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 | $212,233 | $105,859+100.5% | $90,160+135.4% | $147,584+43.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 12.06% | 37.63%-25.6pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $715 | $4,126-82.7% | $3,318-78.5% | $4,876-85.3% |
| Participant deferral / active EE | $6,472 | $5,733+12.9% | $5,288+22.4% | $5,439+19.0% |
| Admin fee / account holder | $6,163 | $8,046-23.4% | $5,943+3.7% | $10,885-43.4% |