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 | $95,801 | $105,998-9.6% | $92,233+3.9% | $147,584-35.1% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 17.24% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,118 | $4,333-51.1% | $3,679-42.4% | $4,876-56.6% |
| Participant deferral / active EE | $5,593 | $4,478+24.9% | $3,897+43.5% | $5,439+2.8% |
| Admin fee / account holder | $1,327 | $6,332-79.1% | $5,194-74.5% | $10,885-87.8% |