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 | $87,574 | $105,181-16.7% | $159,436-45.1% | $85,850+2.0% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 18.69% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $4,096 | $3,318+23.4% | $4,829-15.2% | $2,565+59.7% |
| Participant deferral / active EE | $3,410 | $5,945-42.6% | $7,352-53.6% | $3,952-13.7% |
| Admin fee / account holder | $1,478 | $6,933-78.7% | $10,799-86.3% | $6,260-76.4% |