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 | $83,741 | $118,680-29.4% | $98,907-15.3% | $158,922-47.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 11.89% | 372.35%-360.5pp | 196.43%-184.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,932 | $3,333-42.0% | $2,689-28.1% | $4,761-59.4% |
| Participant deferral / active EE | $4,797 | $5,088-5.7% | $4,244+13.0% | $5,982-19.8% |
| Admin fee / account holder | $641 | $10,131-93.7% | $6,642-90.3% | $11,246-94.3% |