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 | $91,231 | $105,126-13.2% | $94,646-3.6% | $139,434-34.6% |
| Participation rate | 52.9% | 82.4%-29.4pp | 80.8%-27.9pp | 80.3%-27.4pp |
| Annual return | 17.73% | 38.03%-20.3pp | 156.71%-139.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,308 | $4,106-43.8% | $3,672-37.1% | $4,751-51.4% |
| Participant deferral / active EE | $7,024 | $7,599-7.6% | $7,418-5.3% | $6,710+4.7% |
| Admin fee / account holder | $864 | $8,984-90.4% | $7,231-88.1% | $11,403-92.4% |