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 | $108,850 | $126,574-14.0% | $106,213+2.5% | $145,922-25.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.44% | 224.79%-211.3pp | 116.14%-102.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,439 | $3,730-61.4% | $3,171-54.6% | $4,660-69.1% |
| Participant deferral / active EE | $9,178 | $5,724+60.4% | $5,016+83.0% | $6,688+37.2% |
| Admin fee / account holder | $31,265 | $17,304+80.7% | $11,033+183.4% | $13,397+133.4% |