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 7-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 | $96,942 | $107,334-9.7% | $92,893+4.4% | $152,861-36.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 21.83% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,174 | $4,221-48.5% | $3,653-40.5% | $4,762-54.4% |
| Participant deferral / active EE | $4,321 | $4,845-10.8% | $4,236+2.0% | $5,850-26.1% |
| Admin fee / account holder | $1,539 | $7,079-78.3% | $5,794-73.4% | $11,596-86.7% |