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 | $101,832 | $102,382-0.5% | $147,005-30.7% | $80,874+25.9% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.2%-19.4pp | 67.6%-4.9pp |
| Annual return | 13.06% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,470 | $3,715-60.4% | $4,934-70.2% | $2,756-46.7% |
| Participant deferral / active EE | $4,259 | $6,646-35.9% | $8,070-47.2% | $4,297-0.9% |
| Admin fee / account holder | $5,620 | $7,942-29.2% | $13,006-56.8% | $6,935-19.0% |