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 | $92,520 | $104,907-11.8% | $84,611+9.3% | $152,861-39.5% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 20.56% | 373.79%-353.2pp | 258.74%-238.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $504 | $3,302-84.7% | $2,652-81.0% | $4,762-89.4% |
| Participant deferral / active EE | $6,717 | $4,688+43.3% | $3,899+72.3% | $5,850+14.8% |
| Admin fee / account holder | $537 | $6,241-91.4% | $4,912-89.1% | $11,596-95.4% |