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 | $118,688 | $112,096+5.9% | $95,952+23.7% | $158,922-25.3% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 14.79% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,952 | $3,198-39.0% | $2,541-23.2% | $4,761-59.0% |
| Participant deferral / active EE | $2,430 | $4,784-49.2% | $4,167-41.7% | $5,982-59.4% |
| Admin fee / account holder | $579 | $10,130-94.3% | $6,795-91.5% | $11,246-94.9% |