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 5-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 | $156,271 | $165,984-5.9% | $164,813-5.2% | $145,922+7.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.77% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,088 | $5,273+53.4% | $4,341+86.3% | $4,660+73.6% |
| Participant deferral / active EE | $8,088 | $6,959+16.2% | $6,031+34.1% | $6,688+20.9% |
| Admin fee / account holder | $10,659 | $16,648-36.0% | $12,690-16.0% | $13,397-20.4% |