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 | $125,305 | $114,381+9.5% | $107,525+16.5% | $142,382-12.0% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 28.14% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-188.9pp |
| Employer contribution / active EE | $4,897 | $4,015+22.0% | $3,754+30.5% | $4,299+13.9% |
| Participant deferral / active EE | $6,434 | $5,564+15.6% | $5,116+25.8% | $6,507-1.1% |
| Admin fee / account holder | $2,290 | $9,860-76.8% | $8,919-74.3% | $12,624-81.9% |