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 | $101,189 | $99,985+1.2% | $146,665-31.0% | $85,850+17.9% |
| Participation rate | 57.7% | 73.1%-15.4pp | 80.1%-22.4pp | 69.3%-11.6pp |
| Annual return | 16.03% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,076 | $2,559-18.9% | $4,136-49.8% | $2,565-19.1% |
| Participant deferral / active EE | $5,746 | $4,006+43.5% | $5,506+4.4% | $3,952+45.4% |
| Admin fee / account holder | $4,138 | $7,702-46.3% | $10,280-59.7% | $6,260-33.9% |