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 | $107,341 | $89,753+19.6% | $107,525-0.2% | $84,808+26.6% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,107 | $3,113-64.4% | $3,754-70.5% | $2,631-57.9% |
| Participant deferral / active EE | $2,315 | $4,056-42.9% | $5,116-54.7% | $4,212-45.0% |
| Admin fee / account holder | $699 | $7,222-90.3% | $8,919-92.2% | $7,344-90.5% |