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 | $110,649 | $106,890+3.5% | $84,015+31.7% | $152,861-27.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 20.46% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $766 | $2,734-72.0% | $1,983-61.4% | $4,762-83.9% |
| Participant deferral / active EE | $3,673 | $4,011-8.4% | $3,239+13.4% | $5,850-37.2% |
| Admin fee / account holder | $1,461 | $8,285-82.4% | $6,101-76.0% | $11,596-87.4% |