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 | $121,184 | $113,339+6.9% | $94,993+27.6% | $147,584-17.9% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 22.42% | 20.77%+1.7pp | 27.12%-4.7pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,523 | $3,160-51.8% | $2,603-41.5% | $4,876-68.8% |
| Participant deferral / active EE | $4,287 | $3,777+13.5% | $3,317+29.2% | $5,439-21.2% |
| Admin fee / account holder | $501 | $6,063-91.7% | $4,960-89.9% | $10,885-95.4% |