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 | $69,273 | $106,890-35.2% | $84,015-17.5% | $152,861-54.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 22.24% | 104.99%-82.7pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,813 | $2,734-33.7% | $1,983-8.6% | $4,762-61.9% |
| Participant deferral / active EE | $3,649 | $4,011-9.0% | $3,239+12.7% | $5,850-37.6% |
| Admin fee / account holder | $847 | $8,285-89.8% | $6,101-86.1% | $11,596-92.7% |