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 | $102,858 | $99,652+3.2% | $78,778+30.6% | $147,584-30.3% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.2%-51.0pp | 82.8%-64.6pp |
| Annual return | 14.00% | 47.28%-33.3pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,037 | $2,796-62.9% | $1,986-47.8% | $4,876-78.7% |
| Participant deferral / active EE | $1,280 | $3,664-65.1% | $2,958-56.7% | $5,439-76.5% |
| Admin fee / account holder | $1,102 | $7,155-84.6% | $5,134-78.5% | $10,885-89.9% |