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 | $112,153 | $105,181+6.6% | $159,436-29.7% | $85,850+30.6% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.8%-31.7pp | 69.3%-18.2pp |
| Annual return | 21.54% | 45.07%-23.5pp | 263.57%-242.0pp | 318.53%-297.0pp |
| Employer contribution / active EE | $1,420 | $3,318-57.2% | $4,829-70.6% | $2,565-44.6% |
| Participant deferral / active EE | $2,647 | $5,945-55.5% | $7,352-64.0% | $3,952-33.0% |
| Admin fee / account holder | $1,322 | $6,933-80.9% | $10,799-87.8% | $6,260-78.9% |