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 | $163,906 | $148,534+10.3% | $135,903+20.6% | $139,434+17.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 13.73% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,493 | $5,243-52.5% | $4,856-48.7% | $4,751-47.5% |
| Participant deferral / active EE | $4,337 | $8,100-46.5% | $7,758-44.1% | $6,710-35.4% |
| Admin fee / account holder | $671 | $12,400-94.6% | $10,762-93.8% | $11,403-94.1% |