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 | $102,115 | $97,125+5.1% | $86,233+18.4% | $137,256-25.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.90% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,242 | $2,841-21.1% | $2,504-10.5% | $4,156-46.1% |
| Participant deferral / active EE | $3,427 | $5,180-33.8% | $4,559-24.8% | $6,407-46.5% |
| Admin fee / account holder | $938 | $9,725-90.4% | $8,342-88.8% | $12,270-92.4% |