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 | $118,379 | $124,319-4.8% | $111,297+6.4% | $167,490-29.3% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.3%-24.0pp | 82.1%-28.8pp |
| Annual return | 12.02% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,043 | $3,435-69.6% | $2,731-61.8% | $4,837-78.4% |
| Participant deferral / active EE | $5,603 | $5,180+8.2% | $4,487+24.9% | $6,341-11.6% |
| Admin fee / account holder | $956 | $10,618-91.0% | $7,964-88.0% | $12,309-92.2% |