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 | $115,091 | $115,770-0.6% | $101,248+13.7% | $158,922-27.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 9.29% | 56.14%-46.8pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,107 | $4,175-49.5% | $3,660-42.4% | $4,761-55.7% |
| Participant deferral / active EE | $2,107 | $4,957-57.5% | $4,370-51.8% | $5,982-64.8% |
| Admin fee / account holder | $4,954 | $7,245-31.6% | $5,945-16.7% | $11,246-55.9% |