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 | $107,597 | $111,535-3.5% | $105,223+2.3% | $137,256-21.6% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 13.19% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,773 | $3,939-55.0% | $3,689-51.9% | $4,156-57.3% |
| Participant deferral / active EE | $4,746 | $5,500-13.7% | $5,072-6.4% | $6,407-25.9% |
| Admin fee / account holder | $887 | $9,721-90.9% | $8,859-90.0% | $12,270-92.8% |