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 | $138,801 | $117,983+17.6% | $101,794+36.4% | $142,382-2.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 16.17% | 36.92%-20.7pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,111 | $2,773+12.2% | $2,289+35.9% | $4,299-27.6% |
| Participant deferral / active EE | $10,998 | $4,714+133.3% | $4,084+169.3% | $6,507+69.0% |
| Admin fee / account holder | $3,150 | $10,433-69.8% | $8,777-64.1% | $12,624-75.0% |