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 | $110,209 | $104,907+5.1% | $84,611+30.3% | $152,861-27.9% |
| Participation rate | 63.2% | 74.8%-11.7pp | 68.2%-5.1pp | 82.4%-19.3pp |
| Annual return | 18.88% | 373.79%-354.9pp | 258.74%-239.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,294 | $3,302-60.8% | $2,652-51.2% | $4,762-72.8% |
| Participant deferral / active EE | $3,352 | $4,688-28.5% | $3,899-14.0% | $5,850-42.7% |
| Admin fee / account holder | $10,026 | $6,241+60.7% | $4,912+104.1% | $11,596-13.5% |