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 | $97,889 | $104,974-6.7% | $95,585+2.4% | $142,382-31.2% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 14.60% | 210.33%-195.7pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,368 | $2,779-50.8% | $2,527-45.8% | $4,299-68.2% |
| Participant deferral / active EE | $1,536 | $4,352-64.7% | $4,023-61.8% | $6,507-76.4% |
| Admin fee / account holder | $1,194 | $6,386-81.3% | $6,127-80.5% | $12,624-90.5% |