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 | $177,707 | $165,335+7.5% | $149,696+18.7% | $158,922+11.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.10% | 348.15%-319.0pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $4,909 | $5,103-3.8% | $4,644+5.7% | $4,761+3.1% |
| Participant deferral / active EE | $8,750 | $7,181+21.8% | $6,842+27.9% | $5,982+46.3% |
| Admin fee / account holder | $18,123 | $10,807+67.7% | $9,309+94.7% | $11,246+61.2% |