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 5-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 | $210,669 | $132,239+59.3% | $105,722+99.3% | $273,961-23.1% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 11.58% | 10.07%+1.5pp | 12.25%-0.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $57,268 | $4,867+1076.8% | $4,079+1304.0% | $4,869+1076.2% |
| Participant deferral / active EE | $20,960 | $6,233+236.3% | $5,326+293.6% | $5,287+296.4% |
| Admin fee / account holder | $42,201 | $12,032+250.7% | $8,308+407.9% | $10,132+316.5% |