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 | $116,670 | $112,096+4.1% | $95,952+21.6% | $158,922-26.6% |
| Participation rate | 53.3% | 79.0%-25.6pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 19.42% | 171.09%-151.7pp | 91.61%-72.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $858 | $3,198-73.2% | $2,541-66.2% | $4,761-82.0% |
| Participant deferral / active EE | $2,798 | $4,784-41.5% | $4,167-32.9% | $5,982-53.2% |
| Admin fee / account holder | $38,032 | $10,130+275.4% | $6,795+459.7% | $11,246+238.2% |