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 | $96,257 | $118,849-19.0% | $96,562-0.3% | $167,490-42.5% |
| Participation rate | 29.2% | 75.5%-46.3pp | 69.8%-40.6pp | 82.1%-52.9pp |
| Annual return | 9.91% | 50.49%-40.6pp | 37.78%-27.9pp | 478.56%-468.6pp |
| Employer contribution / active EE | $924 | $3,120-70.4% | $2,356-60.8% | $4,837-80.9% |
| Participant deferral / active EE | $1,933 | $4,616-58.1% | $3,849-49.8% | $6,341-69.5% |
| Admin fee / account holder | $8,257 | $8,065+2.4% | $6,181+33.6% | $12,309-32.9% |