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 | $103,906 | $78,422+32.5% | $95,952+8.3% | $79,858+30.1% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 32.61% | 19.37%+13.2pp | 91.61%-59.0pp | 31.71%+0.9pp |
| Employer contribution / active EE | $8,123 | $1,945+317.6% | $2,541+219.7% | $2,471+228.7% |
| Participant deferral / active EE | $5,652 | $3,440+64.3% | $4,167+35.7% | $3,740+51.1% |
| Admin fee / account holder | $1,689 | $5,622-70.0% | $6,795-75.1% | $5,306-68.2% |