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 | $97,092 | $96,635+0.5% | $86,612+12.1% | $139,434-30.4% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 21.22% | 106.41%-85.2pp | 591.07%-569.9pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,397 | $3,263-26.5% | $3,022-20.7% | $4,751-49.5% |
| Participant deferral / active EE | $6,493 | $4,836+34.3% | $4,438+46.3% | $6,710-3.2% |
| Admin fee / account holder | $1,294 | $6,408-79.8% | $5,614-77.0% | $11,403-88.7% |