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 | $91,530 | $74,888+22.2% | $71,209+28.5% | $142,382-35.7% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 16.36% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,231 | $2,854+118.3% | $2,721+129.0% | $4,299+44.9% |
| Participant deferral / active EE | $15,105 | $4,454+239.1% | $4,175+261.8% | $6,507+132.1% |
| Admin fee / account holder | $6,195 | $5,568+11.3% | $5,349+15.8% | $12,624-50.9% |