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 | $111,421 | $202,432-45.0% | $169,368-34.2% | $139,434-20.1% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.1%-12.9pp | 80.3%-16.0pp |
| Annual return | 13.58% | 531.74%-518.2pp | 405.60%-392.0pp | 372.94%-359.4pp |
| Employer contribution / active EE | $12,810 | $4,692+173.0% | $4,013+219.2% | $4,751+169.6% |
| Participant deferral / active EE | $7,337 | $6,938+5.8% | $6,221+17.9% | $6,710+9.3% |
| Admin fee / account holder | $633 | $10,708-94.1% | $9,003-93.0% | $11,403-94.4% |