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 | $118,071 | $162,781-27.5% | $133,956-11.9% | $158,922-25.7% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 16.53% | 41.94%-25.4pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,304 | $4,975-13.5% | $3,919+9.8% | $4,761-9.6% |
| Participant deferral / active EE | $7,350 | $5,911+24.3% | $5,048+45.6% | $5,982+22.9% |
| Admin fee / account holder | $704 | $11,736-94.0% | $8,927-92.1% | $11,246-93.7% |