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 | $120,145 | $226,064-46.9% | $182,532-34.2% | $152,861-21.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 28.06% | 192.51%-164.5pp | 148.54%-120.5pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,296 | $4,978-74.0% | $4,076-68.2% | $4,762-72.8% |
| Participant deferral / active EE | $1,836 | $6,368-71.2% | $5,524-66.8% | $5,850-68.6% |
| Admin fee / account holder | $877 | $10,703-91.8% | $8,592-89.8% | $11,596-92.4% |