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 | $133,155 | $112,096+18.8% | $95,952+38.8% | $158,922-16.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 28.07% | 171.09%-143.0pp | 91.61%-63.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,259 | $3,198-29.4% | $2,541-11.1% | $4,761-52.6% |
| Participant deferral / active EE | $4,985 | $4,784+4.2% | $4,167+19.6% | $5,982-16.7% |
| Admin fee / account holder | $1,433 | $10,130-85.9% | $6,795-78.9% | $11,246-87.3% |