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 | $142,291 | $175,202-18.8% | $149,673-4.9% | $139,434+2.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.34% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,050 | $5,474+28.8% | $4,818+46.3% | $4,751+48.4% |
| Participant deferral / active EE | $8,967 | $6,519+37.6% | $5,680+57.9% | $6,710+33.6% |
| Admin fee / account holder | $2,836 | $16,150-82.4% | $13,210-78.5% | $11,403-75.1% |