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 | $106,161 | $107,934-1.6% | $91,989+15.4% | $152,861-30.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 23.52% | 89.24%-65.7pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,153 | $4,210-25.1% | $3,452-8.6% | $4,762-33.8% |
| Participant deferral / active EE | $6,786 | $6,364+6.6% | $5,923+14.6% | $5,850+16.0% |
| Admin fee / account holder | $1,539 | $10,520-85.4% | $7,743-80.1% | $11,596-86.7% |