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 | $98,707 | $118,680-16.8% | $98,907-0.2% | $158,922-37.9% |
| Participation rate | 46.2% | 77.8%-31.7pp | 76.0%-29.9pp | 82.0%-35.8pp |
| Annual return | 10.84% | 372.35%-361.5pp | 196.43%-185.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,122 | $3,333-66.3% | $2,689-58.3% | $4,761-76.4% |
| Participant deferral / active EE | $5,047 | $5,088-0.8% | $4,244+18.9% | $5,982-15.6% |
| Admin fee / account holder | $1,958 | $10,131-80.7% | $6,642-70.5% | $11,246-82.6% |