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 | $101,004 | $60,892+65.9% | $82,389+22.6% | $84,808+19.1% |
| Participation rate | 29.4% | 63.3%-33.9pp | 69.5%-40.1pp | 68.3%-38.9pp |
| Annual return | 97.41% | 37.29%+60.1pp | 28.67%+68.7pp | 40.90%+56.5pp |
| Employer contribution / active EE | $1,003 | $1,779-43.6% | $2,517-60.1% | $2,631-61.9% |
| Participant deferral / active EE | $2,687 | $3,179-15.5% | $4,155-35.3% | $4,212-36.2% |
| Admin fee / account holder | $7,367 | $5,467+34.8% | $7,231+1.9% | $7,344+0.3% |