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 | $88,367 | $68,346+29.3% | $94,646-6.6% | $75,163+17.6% |
| Participation rate | 61.0% | 76.1%-15.1pp | 80.8%-19.9pp | 67.2%-6.2pp |
| Annual return | 15.76% | 616.93%-601.2pp | 156.71%-140.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,551 | $2,701-5.5% | $3,672-30.5% | $2,670-4.4% |
| Participant deferral / active EE | $5,164 | $6,537-21.0% | $7,418-30.4% | $4,125+25.2% |
| Admin fee / account holder | $3,663 | $5,326-31.2% | $7,231-49.3% | $5,651-35.2% |