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 | $108,922 | $117,841-7.6% | $102,423+6.3% | $145,922-25.4% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 9.68% | 31.65%-22.0pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,761 | $3,615-51.3% | $3,023-41.8% | $4,660-62.2% |
| Participant deferral / active EE | $4,330 | $5,731-24.4% | $5,053-14.3% | $6,688-35.3% |
| Admin fee / account holder | $502 | $13,326-96.2% | $9,451-94.7% | $13,397-96.3% |