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 | $106,614 | $109,982-3.1% | $97,226+9.7% | $145,922-26.9% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 18.27% | 242.90%-224.6pp | 75.13%-56.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $405 | $3,084-86.9% | $2,729-85.2% | $4,660-91.3% |
| Participant deferral / active EE | $1,498 | $4,676-68.0% | $4,264-64.9% | $6,688-77.6% |
| Admin fee / account holder | $4,254 | $6,221-31.6% | $5,654-24.8% | $13,397-68.2% |