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 | $90,614 | $112,096-19.2% | $95,952-5.6% | $158,922-43.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 15.36% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $795 | $3,198-75.1% | $2,541-68.7% | $4,761-83.3% |
| Participant deferral / active EE | $2,878 | $4,784-39.8% | $4,167-30.9% | $5,982-51.9% |
| Admin fee / account holder | $13,732 | $10,130+35.5% | $6,795+102.1% | $11,246+22.1% |