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 | $109,323 | $99,020+10.4% | $86,590+26.3% | $147,584-25.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 21.64% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $3,098 | $3,132-1.1% | $2,839+9.1% | $4,876-36.5% |
| Participant deferral / active EE | $3,940 | $3,972-0.8% | $3,609+9.2% | $5,439-27.6% |
| Admin fee / account holder | $6,264 | $5,710+9.7% | $4,906+27.7% | $10,885-42.5% |