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 | $199,754 | $154,117+29.6% | $129,995+53.7% | $139,434+43.3% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 10.24% | 32.48%-22.2pp | -137.18%+147.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,999 | $5,289-43.3% | $4,320-30.6% | $4,751-36.9% |
| Participant deferral / active EE | $6,909 | $6,710+3.0% | $5,820+18.7% | $6,710+3.0% |
| Admin fee / account holder | $733 | $14,007-94.8% | $10,614-93.1% | $11,403-93.6% |