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 | $99,092 | $96,635+2.5% | $86,612+14.4% | $139,434-28.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 12.20% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,854 | $3,263-43.2% | $3,022-38.7% | $4,751-61.0% |
| Participant deferral / active EE | $4,927 | $4,836+1.9% | $4,438+11.0% | $6,710-26.6% |
| Admin fee / account holder | $4,432 | $6,408-30.8% | $5,614-21.1% | $11,403-61.1% |