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 | $100,150 | $102,547-2.3% | $78,210+28.1% | $147,584-32.1% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.7%-5.1pp | 82.8%-19.2pp |
| Annual return | 20.99% | 51.08%-30.1pp | 40.90%-19.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $996 | $2,617-61.9% | $2,034-51.0% | $4,876-79.6% |
| Participant deferral / active EE | $5,194 | $3,481+49.2% | $2,823+84.0% | $5,439-4.5% |
| Admin fee / account holder | $1,375 | $5,059-72.8% | $3,758-63.4% | $10,885-87.4% |