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 | $136,015 | $124,319+9.4% | $111,297+22.2% | $167,490-18.8% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.0pp |
| Annual return | 15.36% | 37.44%-22.1pp | 54.65%-39.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,579 | $3,435-54.0% | $2,731-42.2% | $4,837-67.4% |
| Participant deferral / active EE | $5,901 | $5,180+13.9% | $4,487+31.5% | $6,341-6.9% |
| Admin fee / account holder | $3,299 | $10,618-68.9% | $7,964-58.6% | $12,309-73.2% |