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 | $183,348 | $111,754+64.1% | $103,333+77.4% | $145,922+25.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 15.53% | 24.77%-9.2pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,000 | $4,212-28.8% | $3,868-22.4% | $4,660-35.6% |
| Participant deferral / active EE | $8,437 | $5,619+50.2% | $5,057+66.8% | $6,688+26.2% |
| Admin fee / account holder | $1,085 | $9,750-88.9% | $8,355-87.0% | $13,397-91.9% |