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 | $84,295 | $65,561+28.6% | $86,188-2.2% | $75,163+12.1% |
| Participation rate | 47.1% | 60.5%-13.4pp | 69.0%-21.9pp | 67.2%-20.1pp |
| Annual return | 26.46% | 46.05%-19.6pp | 1168.45%-1142.0pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,081 | $1,553-30.4% | $2,380-54.6% | $2,670-59.5% |
| Participant deferral / active EE | $2,553 | $3,024-15.6% | $3,985-35.9% | $4,125-38.1% |
| Admin fee / account holder | $1,310 | $5,474-76.1% | $6,852-80.9% | $5,651-76.8% |