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 | $119,934 | $112,096+7.0% | $95,952+25.0% | $158,922-24.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 20.53% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,785 | $3,198-44.2% | $2,541-29.7% | $4,761-62.5% |
| Participant deferral / active EE | $4,451 | $4,784-7.0% | $4,167+6.8% | $5,982-25.6% |
| Admin fee / account holder | $1,406 | $10,130-86.1% | $6,795-79.3% | $11,246-87.5% |