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 | $125,953 | $102,966+22.3% | $90,281+39.5% | $152,861-17.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 26.82% | 95.16%-68.3pp | 78.10%-51.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,100 | $3,139-64.9% | $2,854-61.5% | $4,762-76.9% |
| Participant deferral / active EE | $2,324 | $4,281-45.7% | $3,885-40.2% | $5,850-60.3% |
| Admin fee / account holder | $624 | $6,171-89.9% | $5,351-88.3% | $11,596-94.6% |