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 | $110,864 | $121,625-8.8% | $104,607+6.0% | $158,922-30.2% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 6.10% | 465.26%-459.2pp | 340.46%-334.4pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,682 | $3,163-46.8% | $2,681-37.3% | $4,761-64.7% |
| Participant deferral / active EE | $5,019 | $4,177+20.2% | $3,740+34.2% | $5,982-16.1% |
| Admin fee / account holder | $3,071 | $7,787-60.6% | $6,473-52.6% | $11,246-72.7% |