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 | $101,616 | $78,483+29.5% | $106,201-4.3% | $74,546+36.3% |
| Participation rate | 42.6% | 72.8%-30.2pp | 75.3%-32.7pp | 67.2%-24.6pp |
| Annual return | 16.75% | 15.94%+0.8pp | 116.26%-99.5pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $2,411 | $2,522-4.4% | $3,170-23.9% | $2,624-8.1% |
| Participant deferral / active EE | $3,613 | $4,320-16.4% | $5,012-27.9% | $4,347-16.9% |
| Admin fee / account holder | $3,555 | $2,236+59.0% | $11,039-67.8% | $1,944+82.9% |