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 | $97,014 | $49,173+97.3% | $121,098-19.9% | $75,163+29.1% |
| Participation rate | 65.5% | 55.4%+10.1pp | 69.5%-4.0pp | 67.2%-1.7pp |
| Annual return | 19.21% | 55.99%-36.8pp | 985.75%-966.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,653 | $1,546+7.0% | $4,164-60.3% | $2,670-38.1% |
| Participant deferral / active EE | $4,215 | $2,628+60.4% | $4,080+3.3% | $4,125+2.2% |
| Admin fee / account holder | $2,565 | $3,942-34.9% | $5,644-54.6% | $5,651-54.6% |