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 | $158,285 | $137,414+15.2% | $189,513-16.5% | $85,850+84.4% |
| Participation rate | 69.0% | 84.6%-15.6pp | 87.8%-18.8pp | 69.3%-0.3pp |
| Annual return | 16.72% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,536 | $4,344-18.6% | $6,162-42.6% | $2,565+37.8% |
| Participant deferral / active EE | $6,683 | $6,260+6.8% | $8,221-18.7% | $3,952+69.1% |
| Admin fee / account holder | $3,570 | $8,630-58.6% | $12,045-70.4% | $6,260-43.0% |