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 | $130,649 | $116,175+12.5% | $93,606+39.6% | $152,861-14.5% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 26.45% | 35.96%-9.5pp | 32.76%-6.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $6,956 | $3,218+116.1% | $2,718+155.9% | $4,762+46.1% |
| Participant deferral / active EE | $16,272 | $4,603+253.5% | $4,069+299.9% | $5,850+178.2% |
| Admin fee / account holder | $8,372 | $10,748-22.1% | $7,888+6.1% | $11,596-27.8% |