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 | $119,201 | $115,770+3.0% | $101,248+17.7% | $158,922-25.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 11.35% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,573 | $4,175-62.3% | $3,660-57.0% | $4,761-67.0% |
| Participant deferral / active EE | $2,933 | $4,957-40.8% | $4,370-32.9% | $5,982-51.0% |
| Admin fee / account holder | $4,226 | $7,245-41.7% | $5,945-28.9% | $11,246-62.4% |