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 | $199,947 | $112,729+77.4% | $98,716+102.5% | $137,256+45.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 23.59% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,238 | $2,725+18.8% | $2,279+42.1% | $4,156-22.1% |
| Participant deferral / active EE | $7,020 | $4,640+51.3% | $4,048+73.4% | $6,407+9.6% |
| Admin fee / account holder | $440 | $10,129-95.7% | $8,703-94.9% | $12,270-96.4% |