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 | $115,839 | $109,982+5.3% | $97,226+19.1% | $145,922-20.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 14.59% | 242.90%-228.3pp | 75.13%-60.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,704 | $3,084-44.7% | $2,729-37.6% | $4,660-63.4% |
| Participant deferral / active EE | $3,007 | $4,676-35.7% | $4,264-29.5% | $6,688-55.0% |
| Admin fee / account holder | $13,519 | $6,221+117.3% | $5,654+139.1% | $13,397+0.9% |