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 | $117,801 | $101,724+15.8% | $164,813-28.5% | $80,856+45.7% |
| Participation rate | 66.0% | 71.8%-5.8pp | 78.6%-12.6pp | 67.6%-1.6pp |
| Annual return | 104.15% | 16.72%+87.4pp | 69.93%+34.2pp | 35.59%+68.6pp |
| Employer contribution / active EE | $2,280 | $2,953-22.8% | $4,341-47.5% | $2,755-17.3% |
| Participant deferral / active EE | $7,221 | $4,477+61.3% | $6,031+19.7% | $4,296+68.1% |
| Admin fee / account holder | $1,655 | $8,227-79.9% | $12,690-87.0% | $6,918-76.1% |