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 | $125,844 | $124,319+1.2% | $111,297+13.1% | $167,490-24.9% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 10.47% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,042 | $3,435-69.7% | $2,731-61.9% | $4,837-78.5% |
| Participant deferral / active EE | $3,650 | $5,180-29.5% | $4,487-18.7% | $6,341-42.4% |
| Admin fee / account holder | $1,896 | $10,618-82.1% | $7,964-76.2% | $12,309-84.6% |