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 | $102,165 | $105,181-2.9% | $159,436-35.9% | $85,850+19.0% |
| Participation rate | 54.0% | 75.8%-21.8pp | 82.8%-28.9pp | 69.3%-15.3pp |
| Annual return | 21.10% | 45.07%-24.0pp | 263.57%-242.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $4,487 | $3,318+35.2% | $4,829-7.1% | $2,565+74.9% |
| Participant deferral / active EE | $9,793 | $5,945+64.7% | $7,352+33.2% | $3,952+147.8% |
| Admin fee / account holder | $4,378 | $6,933-36.9% | $10,799-59.5% | $6,260-30.1% |