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 | $121,024 | $152,587-20.7% | $125,175-3.3% | $152,861-20.8% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.4%-24.1pp |
| Annual return | 17.90% | 54.84%-36.9pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $5,020 | $4,946+1.5% | $3,865+29.9% | $4,762+5.4% |
| Participant deferral / active EE | $9,231 | $5,868+57.3% | $4,937+87.0% | $5,850+57.8% |
| Admin fee / account holder | $2,058 | $13,434-84.7% | $9,702-78.8% | $11,596-82.3% |