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 | $25,447 | $107,334-76.3% | $92,893-72.6% | $152,861-83.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 12.73% | 145.58%-132.9pp | 109.41%-96.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $1,283 | $4,221-69.6% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $4,940 | $4,845+2.0% | $4,236+16.6% | $5,850-15.6% |
| Admin fee / account holder | $2,082 | $7,079-70.6% | $5,794-64.1% | $11,596-82.0% |