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 | $168,732 | $102,604+64.5% | $86,188+95.8% | $139,434+21.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 15.77% | 1922.51%-1906.7pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,211 | $3,032-27.1% | $2,380-7.1% | $4,751-53.5% |
| Participant deferral / active EE | $5,679 | $4,676+21.5% | $3,985+42.5% | $6,710-15.4% |
| Admin fee / account holder | $10,084 | $8,657+16.5% | $6,852+47.2% | $11,403-11.6% |