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 | $96,975 | $107,334-9.7% | $92,893+4.4% | $152,861-36.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 21.52% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,393 | $4,221-67.0% | $3,653-61.9% | $4,762-70.8% |
| Participant deferral / active EE | $8,969 | $4,845+85.1% | $4,236+111.7% | $5,850+53.3% |
| Admin fee / account holder | $640 | $7,079-91.0% | $5,794-89.0% | $11,596-94.5% |