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 | $160,471 | $95,416+68.2% | $185,823-13.6% | $85,850+86.9% |
| Participation rate | 67.7% | 68.8%-1.0pp | 81.7%-14.0pp | 69.3%-1.6pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $5,196 | $3,314+56.8% | $5,167+0.6% | $2,565+102.6% |
| Participant deferral / active EE | $5,061 | $3,423+47.8% | $5,568-9.1% | $3,952+28.1% |
| Admin fee / account holder | $602 | $7,213-91.6% | $16,237-96.3% | $6,260-90.4% |