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 | $114,278 | $99,921+14.4% | $85,009+34.4% | $145,959-21.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 36.85% | 83.89%-47.0pp | 66.47%-29.6pp | 561.95%-525.1pp |
| Employer contribution / active EE | $2,243 | $3,233-30.6% | $2,728-17.8% | $4,661-51.9% |
| Participant deferral / active EE | $2,243 | $5,293-57.6% | $4,522-50.4% | $6,689-66.5% |
| Admin fee / account holder | $1,415 | $7,252-80.5% | $6,153-77.0% | $13,398-89.4% |