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 | $100,437 | $107,334-6.4% | $92,893+8.1% | $152,861-34.3% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 16.69% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $931 | $4,221-77.9% | $3,653-74.5% | $4,762-80.4% |
| Participant deferral / active EE | $3,254 | $4,845-32.8% | $4,236-23.2% | $5,850-44.4% |
| Admin fee / account holder | $972 | $7,079-86.3% | $5,794-83.2% | $11,596-91.6% |