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 | $88,904 | $90,600-1.9% | $79,464+11.9% | $135,375-34.3% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | 10.76% | 977.43%-966.7pp | 718.14%-707.4pp | 519.73%-509.0pp |
| Employer contribution / active EE | $1,350 | $3,068-56.0% | $2,800-51.8% | $4,779-71.8% |
| Participant deferral / active EE | $4,702 | $4,050+16.1% | $3,704+27.0% | $5,609-16.2% |
| Admin fee / account holder | $1,641 | $5,907-72.2% | $5,113-67.9% | $10,827-84.8% |