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 | $116,313 | $105,998+9.7% | $92,233+26.1% | $147,584-21.2% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 17.06% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,173 | $4,333-72.9% | $3,679-68.1% | $4,876-75.9% |
| Participant deferral / active EE | $5,988 | $4,478+33.7% | $3,897+53.7% | $5,439+10.1% |
| Admin fee / account holder | $3,306 | $6,332-47.8% | $5,194-36.4% | $10,885-69.6% |