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 | $129,653 | $96,635+34.2% | $86,612+49.7% | $139,434-7.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 19.65% | 106.41%-86.8pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,365 | $3,263+33.8% | $3,022+44.4% | $4,751-8.1% |
| Participant deferral / active EE | $10,122 | $4,836+109.3% | $4,438+128.1% | $6,710+50.8% |
| Admin fee / account holder | $540 | $6,408-91.6% | $5,614-90.4% | $11,403-95.3% |