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 | $115,777 | $226,064-48.8% | $182,532-36.6% | $152,861-24.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 27.16% | 192.51%-165.3pp | 148.54%-121.4pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,426 | $4,978-71.4% | $4,076-65.0% | $4,762-70.1% |
| Participant deferral / active EE | $6,784 | $6,368+6.5% | $5,524+22.8% | $5,850+16.0% |
| Admin fee / account holder | $1,003 | $10,703-90.6% | $8,592-88.3% | $11,596-91.3% |