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 | $128,233 | $112,096+14.4% | $95,952+33.6% | $158,922-19.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 26.26% | 171.09%-144.8pp | 91.61%-65.3pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,365 | $3,198-57.3% | $2,541-46.3% | $4,761-71.3% |
| Participant deferral / active EE | $5,655 | $4,784+18.2% | $4,167+35.7% | $5,982-5.5% |
| Admin fee / account holder | $1,127 | $10,130-88.9% | $6,795-83.4% | $11,246-90.0% |