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 | $96,619 | $93,346+3.5% | $71,796+34.6% | $273,961-64.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 7.99% | 130.39%-122.4pp | 78.04%-70.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,499 | $2,733-45.2% | $1,924-22.1% | $4,869-69.2% |
| Participant deferral / active EE | $4,026 | $3,475+15.8% | $2,794+44.1% | $5,287-23.9% |
| Admin fee / account holder | $4,762 | $6,571-27.5% | $4,815-1.1% | $10,132-53.0% |