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 | $98,831 | $115,770-14.6% | $101,248-2.4% | $158,922-37.8% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 19.07% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,238 | $4,175-46.4% | $3,660-38.8% | $4,761-53.0% |
| Participant deferral / active EE | $3,054 | $4,957-38.4% | $4,370-30.1% | $5,982-49.0% |
| Admin fee / account holder | $599 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |