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 | $124,295 | $115,770+7.4% | $101,248+22.8% | $158,922-21.8% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 25.59% | 56.14%-30.5pp | 46.47%-20.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $8,108 | $4,175+94.2% | $3,660+121.5% | $4,761+70.3% |
| Participant deferral / active EE | $5,541 | $4,957+11.8% | $4,370+26.8% | $5,982-7.4% |
| Admin fee / account holder | $799 | $7,245-89.0% | $5,945-86.6% | $11,246-92.9% |