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 | $117,790 | $162,781-27.6% | $133,956-12.1% | $158,922-25.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.41% | 41.94%-27.5pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $18,828 | $4,975+278.4% | $3,919+380.5% | $4,761+295.5% |
| Participant deferral / active EE | $9,721 | $5,911+64.5% | $5,048+92.6% | $5,982+62.5% |
| Admin fee / account holder | $7,792 | $11,736-33.6% | $8,927-12.7% | $11,246-30.7% |