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 | $100,264 | $106,890-6.2% | $84,015+19.3% | $152,861-34.4% |
| Participation rate | 47.4% | 75.2%-27.9pp | 69.0%-21.6pp | 82.4%-35.1pp |
| Annual return | 24.95% | 104.99%-80.0pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $419 | $2,734-84.7% | $1,983-78.9% | $4,762-91.2% |
| Participant deferral / active EE | $3,492 | $4,011-12.9% | $3,239+7.8% | $5,850-40.3% |
| Admin fee / account holder | $1,023 | $8,285-87.7% | $6,101-83.2% | $11,596-91.2% |