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 | $90,188 | $105,181-14.3% | $159,436-43.4% | $85,850+5.1% |
| Participation rate | 56.2% | 75.8%-19.6pp | 82.8%-26.7pp | 69.3%-13.2pp |
| Annual return | 14.25% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,192 | $3,318-33.9% | $4,829-54.6% | $2,565-14.5% |
| Participant deferral / active EE | $5,932 | $5,945-0.2% | $7,352-19.3% | $3,952+50.1% |
| Admin fee / account holder | $8,305 | $6,933+19.8% | $10,799-23.1% | $6,260+32.7% |