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 | $99,219 | $106,890-7.2% | $84,015+18.1% | $152,861-35.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 15.34% | 104.99%-89.7pp | 71.31%-56.0pp | 345.32%-330.0pp |
| Employer contribution / active EE | $890 | $2,734-67.4% | $1,983-55.1% | $4,762-81.3% |
| Participant deferral / active EE | $2,071 | $4,011-48.4% | $3,239-36.0% | $5,850-64.6% |
| Admin fee / account holder | $1,020 | $8,285-87.7% | $6,101-83.3% | $11,596-91.2% |