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 | $103,316 | $106,890-3.3% | $84,015+23.0% | $152,861-32.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 17.15% | 104.99%-87.8pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $796 | $2,734-70.9% | $1,983-59.9% | $4,762-83.3% |
| Participant deferral / active EE | $3,431 | $4,011-14.5% | $3,239+5.9% | $5,850-41.4% |
| Admin fee / account holder | $822 | $8,285-90.1% | $6,101-86.5% | $11,596-92.9% |