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 | $119,343 | $107,334+11.2% | $92,893+28.5% | $152,861-21.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 18.96% | 145.58%-126.6pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,733 | $4,221-35.2% | $3,653-25.2% | $4,762-42.6% |
| Participant deferral / active EE | $6,147 | $4,845+26.9% | $4,236+45.1% | $5,850+5.1% |
| Admin fee / account holder | $33,333 | $7,079+370.9% | $5,794+475.3% | $11,596+187.4% |