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 | $128,362 | $176,812-27.4% | $146,665-12.5% | $167,490-23.4% |
| Participation rate | 68.8% | 83.6%-14.9pp | 80.1%-11.3pp | 82.1%-13.4pp |
| Annual return | 40.28% | 24.03%+16.3pp | 22.74%+17.5pp | 478.56%-438.3pp |
| Employer contribution / active EE | $5,821 | $5,160+12.8% | $4,136+40.7% | $4,837+20.3% |
| Participant deferral / active EE | $7,836 | $6,440+21.7% | $5,506+42.3% | $6,341+23.6% |
| Admin fee / account holder | $15,925 | $13,259+20.1% | $10,280+54.9% | $12,309+29.4% |