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 | $95,954 | $102,966-6.8% | $90,281+6.3% | $152,861-37.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 16.54% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,623 | $3,139-48.3% | $2,854-43.1% | $4,762-65.9% |
| Participant deferral / active EE | $3,727 | $4,281-13.0% | $3,885-4.1% | $5,850-36.3% |
| Admin fee / account holder | $914 | $6,171-85.2% | $5,351-82.9% | $11,596-92.1% |