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 | $95,963 | $105,998-9.5% | $92,233+4.0% | $147,584-35.0% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 17.69% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $833 | $4,333-80.8% | $3,679-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $4,573 | $4,478+2.1% | $3,897+17.4% | $5,439-15.9% |
| Admin fee / account holder | $693 | $6,332-89.1% | $5,194-86.7% | $10,885-93.6% |