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 | $120,079 | $149,734-19.8% | $118,925+1.0% | $158,922-24.4% |
| Participation rate | 53.3% | 82.1%-28.7pp | 75.4%-22.0pp | 82.0%-28.6pp |
| Annual return | 42.56% | 19.95%+22.6pp | 35.88%+6.7pp | 302.83%-260.3pp |
| Employer contribution / active EE | $1,296 | $4,115-68.5% | $3,263-60.3% | $4,761-72.8% |
| Participant deferral / active EE | $3,989 | $5,223-23.6% | $4,265-6.5% | $5,982-33.3% |
| Admin fee / account holder | $880 | $8,603-89.8% | $6,581-86.6% | $11,246-92.2% |