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 | $87,245 | $107,334-18.7% | $92,893-6.1% | $152,861-42.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 21.62% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,471 | $4,221-65.1% | $3,653-59.7% | $4,762-69.1% |
| Participant deferral / active EE | $4,672 | $4,845-3.6% | $4,236+10.3% | $5,850-20.1% |
| Admin fee / account holder | $6,193 | $7,079-12.5% | $5,794+6.9% | $11,596-46.6% |