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 | $77,765 | $63,346+22.8% | $92,233-15.7% | $70,131+10.9% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 20.59% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,661 | $2,471-32.8% | $3,679-54.9% | $2,342-29.1% |
| Participant deferral / active EE | $5,067 | $2,854+77.6% | $3,897+30.0% | $3,332+52.1% |
| Admin fee / account holder | $1,674 | $3,840-56.4% | $5,194-67.8% | $4,645-64.0% |