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 | $102,094 | $74,888+36.3% | $71,209+43.4% | $142,382-28.3% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.1%-19.0pp |
| Annual return | 16.77% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,567 | $2,854-10.1% | $2,721-5.7% | $4,299-40.3% |
| Participant deferral / active EE | $7,496 | $4,454+68.3% | $4,175+79.5% | $6,507+15.2% |
| Admin fee / account holder | $1,466 | $5,568-73.7% | $5,349-72.6% | $12,624-88.4% |