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 | $115,388 | $102,317+12.8% | $146,958-21.5% | $80,856+42.7% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,111 | $3,713-70.1% | $4,933-77.5% | $2,755-59.7% |
| Participant deferral / active EE | $5,555 | $6,644-16.4% | $8,070-31.2% | $4,296+29.3% |
| Admin fee / account holder | $2,247 | $7,941-71.7% | $12,998-82.7% | $6,918-67.5% |