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 | $99,158 | $99,877-0.7% | $84,966+16.7% | $145,922-32.0% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 13.98% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,581 | $3,231-51.1% | $2,727-42.0% | $4,660-66.1% |
| Participant deferral / active EE | $5,257 | $5,291-0.6% | $4,519+16.3% | $6,688-21.4% |
| Admin fee / account holder | $344 | $7,248-95.2% | $6,149-94.4% | $13,397-97.4% |