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 | $114,761 | $116,175-1.2% | $93,606+22.6% | $152,861-24.9% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 17.44% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,013 | $3,218-68.5% | $2,718-62.7% | $4,762-78.7% |
| Participant deferral / active EE | $1,411 | $4,603-69.4% | $4,069-65.3% | $5,850-75.9% |
| Admin fee / account holder | $385 | $10,748-96.4% | $7,888-95.1% | $11,596-96.7% |