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 | $125,280 | $118,849+5.4% | $96,562+29.7% | $167,490-25.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 20.69% | 50.49%-29.8pp | 37.78%-17.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,921 | $3,120-38.4% | $2,356-18.5% | $4,837-60.3% |
| Participant deferral / active EE | $3,593 | $4,616-22.2% | $3,849-6.7% | $6,341-43.3% |
| Admin fee / account holder | $509 | $8,065-93.7% | $6,181-91.8% | $12,309-95.9% |