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 | $84,075 | $106,890-21.3% | $84,015+0.1% | $152,861-45.0% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.4%-14.0pp |
| Annual return | 15.10% | 104.99%-89.9pp | 71.31%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,670 | $2,734-38.9% | $1,983-15.8% | $4,762-64.9% |
| Participant deferral / active EE | $4,627 | $4,011+15.4% | $3,239+42.9% | $5,850-20.9% |
| Admin fee / account holder | $7,364 | $8,285-11.1% | $6,101+20.7% | $11,596-36.5% |