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 | $88,929 | $74,888+18.7% | $71,209+24.9% | $142,382-37.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.66% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,051 | $2,854+6.9% | $2,721+12.1% | $4,299-29.0% |
| Participant deferral / active EE | $7,411 | $4,454+66.4% | $4,175+77.5% | $6,507+13.9% |
| Admin fee / account holder | $376 | $5,568-93.3% | $5,349-93.0% | $12,624-97.0% |