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 | $120,278 | $114,381+5.2% | $107,525+11.9% | $142,382-15.5% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 17.60% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,831 | $4,015-54.4% | $3,754-51.2% | $4,299-57.4% |
| Participant deferral / active EE | $9,111 | $5,564+63.7% | $5,116+78.1% | $6,507+40.0% |
| Admin fee / account holder | $7,819 | $9,860-20.7% | $8,919-12.3% | $12,624-38.1% |