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 7-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 | $161,743 | $165,584-2.3% | $142,942+13.2% | $137,256+17.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 16.35% | 164.22%-147.9pp | 113.70%-97.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,984 | $4,725-36.9% | $4,139-27.9% | $4,156-28.2% |
| Participant deferral / active EE | $6,575 | $8,194-19.8% | $7,128-7.8% | $6,407+2.6% |
| Admin fee / account holder | $904 | $16,167-94.4% | $12,475-92.8% | $12,270-92.6% |