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 | $112,608 | $112,881-0.2% | $90,951+23.8% | $158,922-29.1% |
| Participation rate | 45.8% | 74.7%-28.9pp | 69.0%-23.2pp | 82.0%-36.1pp |
| Annual return | 18.15% | 215.79%-197.6pp | 134.60%-116.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,379 | $2,893-52.3% | $2,122-35.0% | $4,761-71.0% |
| Participant deferral / active EE | $6,239 | $4,128+51.1% | $3,373+85.0% | $5,982+4.3% |
| Admin fee / account holder | $3,852 | $8,041-52.1% | $5,959-35.3% | $11,246-65.7% |