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 | $114,214 | $104,907+8.9% | $84,611+35.0% | $152,861-25.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 23.09% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,967 | $3,302-10.1% | $2,652+11.9% | $4,762-37.7% |
| Participant deferral / active EE | $7,025 | $4,688+49.9% | $3,899+80.2% | $5,850+20.1% |
| Admin fee / account holder | $723 | $6,241-88.4% | $4,912-85.3% | $11,596-93.8% |