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 | $105,446 | $104,907+0.5% | $84,611+24.6% | $152,861-31.0% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 19.64% | 373.79%-354.1pp | 258.74%-239.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $984 | $3,302-70.2% | $2,652-62.9% | $4,762-79.3% |
| Participant deferral / active EE | $1,026 | $4,688-78.1% | $3,899-73.7% | $5,850-82.5% |
| Admin fee / account holder | $327 | $6,241-94.8% | $4,912-93.4% | $11,596-97.2% |