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 | $103,799 | $177,572-41.5% | $154,803-32.9% | $142,382-27.1% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 13.69% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,634 | $4,810-45.2% | $4,305-38.8% | $4,299-38.7% |
| Participant deferral / active EE | $8,125 | $6,272+29.5% | $5,540+46.6% | $6,507+24.9% |
| Admin fee / account holder | $14,107 | $16,786-16.0% | $14,329-1.5% | $12,624+11.8% |