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 | $115,892 | $105,998+9.3% | $92,233+25.7% | $147,584-21.5% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 19.62% | 50.05%-30.4pp | 176.28%-156.7pp | 578.55%-558.9pp |
| Employer contribution / active EE | $894 | $4,333-79.4% | $3,679-75.7% | $4,876-81.7% |
| Participant deferral / active EE | $3,139 | $4,478-29.9% | $3,897-19.4% | $5,439-42.3% |
| Admin fee / account holder | $340 | $6,332-94.6% | $5,194-93.4% | $10,885-96.9% |