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 | $213,987 | $163,101+31.2% | $136,749+56.5% | $142,382+50.3% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 9.97% | 27.54%-17.6pp | 24.33%-14.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,065 | $4,117-49.8% | $3,400-39.3% | $4,299-52.0% |
| Participant deferral / active EE | $10,841 | $5,585+94.1% | $4,692+131.0% | $6,507+66.6% |
| Admin fee / account holder | $29,265 | $14,318+104.4% | $11,386+157.0% | $12,624+131.8% |