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 | $93,857 | $105,181-10.8% | $159,436-41.1% | $85,850+9.3% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.8%-13.8pp | 69.3%-0.3pp |
| Annual return | 18.28% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $5,249 | $3,318+58.2% | $4,829+8.7% | $2,565+104.6% |
| Participant deferral / active EE | $8,933 | $5,945+50.3% | $7,352+21.5% | $3,952+126.0% |
| Admin fee / account holder | $9,486 | $6,933+36.8% | $10,799-12.2% | $6,260+51.5% |