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 | $71,253 | $226,064-68.5% | $182,532-61.0% | $152,861-53.4% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.0%-8.7pp | 82.4%-13.2pp |
| Annual return | 21.76% | 192.51%-170.7pp | 148.54%-126.8pp | 345.32%-323.6pp |
| Employer contribution / active EE | $7,163 | $4,978+43.9% | $4,076+75.7% | $4,762+50.4% |
| Participant deferral / active EE | $4,498 | $6,368-29.4% | $5,524-18.6% | $5,850-23.1% |
| Admin fee / account holder | $850 | $10,703-92.1% | $8,592-90.1% | $11,596-92.7% |