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 | $160,061 | $214,378-25.3% | $200,582-20.2% | $142,382+12.4% |
| Participation rate | 69.6% | 87.4%-17.9pp | 86.9%-17.3pp | 80.1%-10.6pp |
| Annual return | 17.54% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,088 | $6,841-11.0% | $6,419-5.2% | $4,299+41.6% |
| Participant deferral / active EE | $9,543 | $9,865-3.3% | $9,331+2.3% | $6,507+46.7% |
| Admin fee / account holder | $3,329 | $17,692-81.2% | $16,305-79.6% | $12,624-73.6% |