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 | $100,085 | $102,966-2.8% | $90,281+10.9% | $152,861-34.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 21.44% | 95.16%-73.7pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $833 | $3,139-73.5% | $2,854-70.8% | $4,762-82.5% |
| Participant deferral / active EE | $1,140 | $4,281-73.4% | $3,885-70.7% | $5,850-80.5% |
| Admin fee / account holder | $2,543 | $6,171-58.8% | $5,351-52.5% | $11,596-78.1% |