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 | $169,916 | $152,587+11.4% | $125,175+35.7% | $152,861+11.2% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.4%-19.3pp |
| Annual return | 25.02% | 54.84%-29.8pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,008 | $4,946-39.2% | $3,865-22.2% | $4,762-36.8% |
| Participant deferral / active EE | $5,352 | $5,868-8.8% | $4,937+8.4% | $5,850-8.5% |
| Admin fee / account holder | $441 | $13,434-96.7% | $9,702-95.5% | $11,596-96.2% |