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 | $133,781 | $106,890+25.2% | $84,015+59.2% | $152,861-12.5% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 21.76% | 104.99%-83.2pp | 71.31%-49.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,666 | $2,734-39.1% | $1,983-16.0% | $4,762-65.0% |
| Participant deferral / active EE | $4,674 | $4,011+16.5% | $3,239+44.3% | $5,850-20.1% |
| Admin fee / account holder | $1,784 | $8,285-78.5% | $6,101-70.8% | $11,596-84.6% |