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 | $91,425 | $70,606+29.5% | $53,898+69.6% | $142,382-35.8% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 12.64% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,613 | $1,202+34.2% | $932+73.1% | $4,299-62.5% |
| Participant deferral / active EE | $8,118 | $2,364+243.4% | $1,826+344.5% | $6,507+24.8% |
| Admin fee / account holder | $1,868 | $2,852-34.5% | $2,491-25.0% | $12,624-85.2% |