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 | $88,363 | $102,966-14.2% | $90,281-2.1% | $152,861-42.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.04% | 95.16%-70.1pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,825 | $3,139-10.0% | $2,854-1.0% | $4,762-40.7% |
| Participant deferral / active EE | $7,476 | $4,281+74.6% | $3,885+92.4% | $5,850+27.8% |
| Admin fee / account holder | $898 | $6,171-85.4% | $5,351-83.2% | $11,596-92.3% |