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 | $107,215 | $64,324+66.7% | $118,925-9.8% | $79,858+34.3% |
| Participation rate | 65.8% | 64.9%+0.9pp | 75.4%-9.6pp | 69.6%-3.8pp |
| Annual return | 13.81% | 86.45%-72.6pp | 35.88%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,133 | $1,836+16.2% | $3,263-34.6% | $2,471-13.7% |
| Participant deferral / active EE | $4,942 | $2,824+75.0% | $4,265+15.9% | $3,740+32.1% |
| Admin fee / account holder | $1,039 | $4,040-74.3% | $6,581-84.2% | $5,306-80.4% |