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 | $84,742 | $96,635-12.3% | $86,612-2.2% | $139,434-39.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 21.51% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,341 | $3,263-58.9% | $3,022-55.6% | $4,751-71.8% |
| Participant deferral / active EE | $6,800 | $4,836+40.6% | $4,438+53.2% | $6,710+1.3% |
| Admin fee / account holder | $3,405 | $6,408-46.9% | $5,614-39.4% | $11,403-70.1% |