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 | $68,592 | $106,890-35.8% | $84,015-18.4% | $152,861-55.1% |
| Participation rate | 41.7% | 75.2%-33.6pp | 69.0%-27.3pp | 82.4%-40.8pp |
| Annual return | 21.67% | 104.99%-83.3pp | 71.31%-49.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,812 | $2,734+2.8% | $1,983+41.8% | $4,762-41.0% |
| Participant deferral / active EE | $2,950 | $4,011-26.5% | $3,239-8.9% | $5,850-49.6% |
| Admin fee / account holder | $2,750 | $8,285-66.8% | $6,101-54.9% | $11,596-76.3% |