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 | $117,983+69.5% | $101,794+96.4% | $142,382+40.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 23.59% | 36.92%-13.3pp | 30.53%-6.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,238 | $2,773+16.8% | $2,289+41.4% | $4,299-24.7% |
| Participant deferral / active EE | $7,020 | $4,714+48.9% | $4,084+71.9% | $6,507+7.9% |
| Admin fee / account holder | $440 | $10,433-95.8% | $8,777-95.0% | $12,624-96.5% |