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 | $106,096 | $86,286+23.0% | $111,297-4.7% | $85,850+23.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 11.48% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,037 | $2,043+48.6% | $2,731+11.2% | $2,565+18.4% |
| Participant deferral / active EE | $3,980 | $3,641+9.3% | $4,487-11.3% | $3,952+0.7% |
| Admin fee / account holder | $16,415 | $8,188+100.5% | $7,964+106.1% | $6,260+162.2% |