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 | $124,555 | $157,256-20.8% | $141,162-11.8% | $152,861-18.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 23.87% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,757 | $5,261+9.4% | $4,735+21.6% | $4,762+20.9% |
| Participant deferral / active EE | $17,295 | $7,109+143.3% | $6,709+157.8% | $5,850+195.6% |
| Admin fee / account holder | $3,473 | $12,120-71.3% | $10,261-66.2% | $11,596-70.1% |