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 | $76,961 | $81,632-5.7% | $70,449+9.2% | $158,922-51.6% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 16.67% | 208.40%-191.7pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,213 | $3,217-31.2% | $2,737-19.1% | $4,761-53.5% |
| Participant deferral / active EE | $6,648 | $4,554+46.0% | $3,709+79.2% | $5,982+11.1% |
| Admin fee / account holder | $321 | $6,193-94.8% | $3,845-91.7% | $11,246-97.1% |