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 | $109,285 | $102,966+6.1% | $90,281+21.0% | $152,861-28.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 30.33% | 95.16%-64.8pp | 78.10%-47.8pp | 345.32%-315.0pp |
| Employer contribution / active EE | $5,203 | $3,139+65.8% | $2,854+82.3% | $4,762+9.2% |
| Participant deferral / active EE | $8,954 | $4,281+109.1% | $3,885+130.5% | $5,850+53.1% |
| Admin fee / account holder | $7,892 | $6,171+27.9% | $5,351+47.5% | $11,596-31.9% |