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 | $138,063 | $106,890+29.2% | $84,015+64.3% | $152,861-9.7% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.4%-13.2pp |
| Annual return | 15.75% | 104.99%-89.2pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,173 | $2,734-57.1% | $1,983-40.8% | $4,762-75.4% |
| Participant deferral / active EE | $4,546 | $4,011+13.3% | $3,239+40.4% | $5,850-22.3% |
| Admin fee / account holder | $1,329 | $8,285-84.0% | $6,101-78.2% | $11,596-88.5% |