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 | $92,817 | $72,071+28.8% | $68,368+35.8% | $137,256-32.4% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 13.33% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,922 | $2,788-31.1% | $2,649-27.4% | $4,156-53.7% |
| Participant deferral / active EE | $6,008 | $4,410+36.2% | $4,123+45.7% | $6,407-6.2% |
| Admin fee / account holder | $2,975 | $5,336-44.2% | $5,150-42.2% | $12,270-75.8% |