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 | $148,687 | $117,841+26.2% | $102,423+45.2% | $145,922+1.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 23.63% | 31.65%-8.0pp | 29.32%-5.7pp | 561.29%-537.7pp |
| Employer contribution / active EE | $9,229 | $3,615+155.3% | $3,023+205.2% | $4,660+98.1% |
| Participant deferral / active EE | $8,023 | $5,731+40.0% | $5,053+58.8% | $6,688+20.0% |
| Admin fee / account holder | $1,861 | $13,326-86.0% | $9,451-80.3% | $13,397-86.1% |