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 | $108,073 | $101,618+6.4% | $93,063+16.1% | $137,256-21.3% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 12.25% | 223.95%-211.7pp | 34.15%-21.9pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,137 | $2,707-58.0% | $2,476-54.1% | $4,156-72.6% |
| Participant deferral / active EE | $3,023 | $4,279-29.4% | $3,958-23.6% | $6,407-52.8% |
| Admin fee / account holder | $487 | $6,198-92.1% | $6,033-91.9% | $12,270-96.0% |