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 | $209,144 | $105,931+97.4% | $81,930+155.3% | $158,922+31.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 8.87% | 38.17%-29.3pp | 29.49%-20.6pp | 302.83%-294.0pp |
| Employer contribution / active EE | $3,500 | $7,800-55.1% | $4,310-18.8% | $4,761-26.5% |
| Participant deferral / active EE | $7,719 | $13,003-40.6% | $7,107+8.6% | $5,982+29.0% |
| Admin fee / account holder | $1,704 | $8,489-79.9% | $5,158-67.0% | $11,246-84.8% |