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 | $116,592 | $115,770+0.7% | $101,248+15.2% | $158,922-26.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 16.72% | 56.14%-39.4pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,514 | $4,175-63.7% | $3,660-58.6% | $4,761-68.2% |
| Participant deferral / active EE | $4,549 | $4,957-8.2% | $4,370+4.1% | $5,982-24.0% |
| Admin fee / account holder | $683 | $7,245-90.6% | $5,945-88.5% | $11,246-93.9% |