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 | $104,526 | $107,334-2.6% | $92,893+12.5% | $152,861-31.6% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.4%-26.2pp |
| Annual return | 19.32% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,477 | $4,221-65.0% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $3,082 | $4,845-36.4% | $4,236-27.3% | $5,850-47.3% |
| Admin fee / account holder | $2,119 | $7,079-70.1% | $5,794-63.4% | $11,596-81.7% |