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 | $63,599 | $157,256-59.6% | $141,162-54.9% | $152,861-58.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 20.12% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,247 | $5,261-0.3% | $4,735+10.8% | $4,762+10.2% |
| Participant deferral / active EE | $10,339 | $7,109+45.4% | $6,709+54.1% | $5,850+76.7% |
| Admin fee / account holder | $10,654 | $12,120-12.1% | $10,261+3.8% | $11,596-8.1% |