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 | $172,973 | $154,117+12.2% | $129,995+33.1% | $139,434+24.1% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 12.68% | 32.48%-19.8pp | -137.18%+149.9pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,532 | $5,289-71.0% | $4,320-64.5% | $4,751-67.8% |
| Participant deferral / active EE | $6,423 | $6,710-4.3% | $5,820+10.4% | $6,710-4.3% |
| Admin fee / account holder | $14,001 | $14,0070% | $10,614+31.9% | $11,403+22.8% |