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 | $95,929 | $102,966-6.8% | $90,281+6.3% | $152,861-37.2% |
| Participation rate | 54.2% | 75.9%-21.7pp | 73.3%-19.1pp | 82.4%-28.3pp |
| Annual return | 24.50% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,466 | $3,139-53.3% | $2,854-48.6% | $4,762-69.2% |
| Participant deferral / active EE | $2,828 | $4,281-34.0% | $3,885-27.2% | $5,850-51.7% |
| Admin fee / account holder | $1,584 | $6,171-74.3% | $5,351-70.4% | $11,596-86.3% |