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 | $128,955 | $127,065+1.5% | $113,168+14.0% | $142,382-9.4% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 14.23% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,490 | $3,442+59.5% | $2,975+84.5% | $4,299+27.7% |
| Participant deferral / active EE | $7,530 | $5,716+31.7% | $5,107+47.5% | $6,507+15.7% |
| Admin fee / account holder | $11,303 | $15,736-28.2% | $12,068-6.3% | $12,624-10.5% |