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 | $101,682 | $105,181-3.3% | $159,436-36.2% | $85,850+18.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 12.70% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,105 | $3,318-36.6% | $4,829-56.4% | $2,565-17.9% |
| Participant deferral / active EE | $6,142 | $5,945+3.3% | $7,352-16.5% | $3,952+55.4% |
| Admin fee / account holder | $8,222 | $6,933+18.6% | $10,799-23.9% | $6,260+31.3% |