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 | $85,565 | $63,346+35.1% | $92,233-7.2% | $70,131+22.0% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 16.60% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,266 | $2,471-8.3% | $3,679-38.4% | $2,342-3.3% |
| Participant deferral / active EE | $6,729 | $2,854+135.8% | $3,897+72.7% | $3,332+102.0% |
| Admin fee / account holder | $1,903 | $3,840-50.5% | $5,194-63.4% | $4,645-59.0% |