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 | $85,340 | $99,921-14.6% | $85,009+0.4% | $145,959-41.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.17% | 83.89%-70.7pp | 66.47%-53.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $904 | $3,233-72.0% | $2,728-66.9% | $4,661-80.6% |
| Participant deferral / active EE | $1,238 | $5,293-76.6% | $4,522-72.6% | $6,689-81.5% |
| Admin fee / account holder | $470 | $7,252-93.5% | $6,153-92.4% | $13,398-96.5% |