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 | $109,247 | $102,966+6.1% | $90,281+21.0% | $152,861-28.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 15.99% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,105 | $3,139+126.4% | $2,854+148.9% | $4,762+49.2% |
| Participant deferral / active EE | $4,672 | $4,281+9.1% | $3,885+20.3% | $5,850-20.1% |
| Admin fee / account holder | $1,879 | $6,171-69.6% | $5,351-64.9% | $11,596-83.8% |