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 4-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 | $156,850 | $175,202-10.5% | $149,673+4.8% | $139,434+12.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 23.67% | 166.71%-143.0pp | 134.42%-110.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $5,776 | $5,474+5.5% | $4,818+19.9% | $4,751+21.6% |
| Participant deferral / active EE | $12,000 | $6,519+84.1% | $5,680+111.3% | $6,710+78.8% |
| Admin fee / account holder | $1,290 | $16,150-92.0% | $13,210-90.2% | $11,403-88.7% |