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 | $153,698 | $165,984-7.4% | $164,813-6.7% | $145,922+5.3% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 18.58% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,778 | $5,273-66.3% | $4,341-59.0% | $4,660-61.8% |
| Participant deferral / active EE | $5,042 | $6,959-27.5% | $6,031-16.4% | $6,688-24.6% |
| Admin fee / account holder | $508 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |