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 | $159,638 | $165,335-3.4% | $149,696+6.6% | $158,922+0.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 8.61% | 348.15%-339.5pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $7,668 | $5,103+50.3% | $4,644+65.1% | $4,761+61.0% |
| Participant deferral / active EE | $5,856 | $7,181-18.5% | $6,842-14.4% | $5,982-2.1% |
| Admin fee / account holder | $1,347 | $10,807-87.5% | $9,309-85.5% | $11,246-88.0% |