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 | $122,988 | $107,334+14.6% | $92,893+32.4% | $152,861-19.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 14.54% | 145.58%-131.0pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,805 | $4,221-57.2% | $3,653-50.6% | $4,762-62.1% |
| Participant deferral / active EE | $3,116 | $4,845-35.7% | $4,236-26.4% | $5,850-46.7% |
| Admin fee / account holder | $6,326 | $7,079-10.6% | $5,794+9.2% | $11,596-45.5% |