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 | $193,015 | $127,065+51.9% | $113,168+70.6% | $142,382+35.6% |
| Participation rate | 60.9% | 79.2%-18.3pp | 76.6%-15.7pp | 80.1%-19.3pp |
| Annual return | 16.79% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,102 | $3,442-9.9% | $2,975+4.2% | $4,299-27.9% |
| Participant deferral / active EE | $5,292 | $5,716-7.4% | $5,107+3.6% | $6,507-18.7% |
| Admin fee / account holder | $665 | $15,736-95.8% | $12,068-94.5% | $12,624-94.7% |