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 | $93,384 | $100,901-7.5% | $75,670+23.4% | $147,584-36.7% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 14.98% | 35.78%-20.8pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $601 | $3,253-81.5% | $2,352-74.5% | $4,876-87.7% |
| Participant deferral / active EE | $1,202 | $4,027-70.2% | $3,142-61.8% | $5,439-77.9% |
| Admin fee / account holder | $13,917 | $11,285+23.3% | $5,800+140.0% | $10,885+27.8% |