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 | $90,590 | $102,966-12.0% | $90,281+0.3% | $152,861-40.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 20.72% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,391 | $3,139+8.0% | $2,854+18.8% | $4,762-28.8% |
| Participant deferral / active EE | $8,116 | $4,281+89.6% | $3,885+108.9% | $5,850+38.7% |
| Admin fee / account holder | $5,876 | $6,171-4.8% | $5,351+9.8% | $11,596-49.3% |