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 | $110,795 | $115,770-4.3% | $101,248+9.4% | $158,922-30.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 21.78% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,126 | $4,175-49.1% | $3,660-41.9% | $4,761-55.4% |
| Participant deferral / active EE | $5,851 | $4,957+18.0% | $4,370+33.9% | $5,982-2.2% |
| Admin fee / account holder | $2,025 | $7,245-72.0% | $5,945-65.9% | $11,246-82.0% |