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 | $140,408 | $118,427+18.6% | $66,042+112.6% | $142,382-1.4% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 35.43% | 35.57%-0.1pp | 52.11%-16.7pp | 217.08%-181.6pp |
| Employer contribution / active EE | $2,945 | $2,570+14.6% | $1,579+86.4% | $4,299-31.5% |
| Participant deferral / active EE | $4,728 | $4,311+9.7% | $2,835+66.7% | $6,507-27.3% |
| Admin fee / account holder | $5,054 | $9,593-47.3% | $5,747-12.1% | $12,624-60.0% |