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 | $120,454 | $110,502+9.0% | $80,716+49.2% | $167,490-28.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 10.67% | 120.54%-109.9pp | 87.28%-76.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,183 | $1,543-23.3% | $1,160+2.0% | $4,837-75.6% |
| Participant deferral / active EE | $3,231 | $2,871+12.5% | $2,146+50.6% | $6,341-49.1% |
| Admin fee / account holder | $442 | $4,545-90.3% | $3,380-86.9% | $12,309-96.4% |