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 | $83,776 | $102,966-18.6% | $90,281-7.2% | $152,861-45.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 22.86% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,638 | $3,139+79.6% | $2,854+97.5% | $4,762+18.4% |
| Participant deferral / active EE | $8,184 | $4,281+91.1% | $3,885+110.6% | $5,850+39.9% |
| Admin fee / account holder | $970 | $6,171-84.3% | $5,351-81.9% | $11,596-91.6% |