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 | $91,362 | $99,918-8.6% | $81,382+12.3% | $145,922-37.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 9.86% | 34.32%-24.5pp | 24.73%-14.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,508 | $2,978-49.3% | $2,463-38.8% | $4,660-67.6% |
| Participant deferral / active EE | $5,038 | $4,605+9.4% | $3,883+29.7% | $6,688-24.7% |
| Admin fee / account holder | $2,554 | $8,212-68.9% | $5,768-55.7% | $13,397-80.9% |