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 | $162,552 | $152,587+6.5% | $125,175+29.9% | $152,861+6.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 13.97% | 54.84%-40.9pp | 43.79%-29.8pp | 345.32%-331.3pp |
| Employer contribution / active EE | $8,024 | $4,946+62.2% | $3,865+107.6% | $4,762+68.5% |
| Participant deferral / active EE | $3,856 | $5,868-34.3% | $4,937-21.9% | $5,850-34.1% |
| Admin fee / account holder | $318 | $13,434-97.6% | $9,702-96.7% | $11,596-97.3% |