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 | $129,818 | $109,982+18.0% | $97,226+33.5% | $145,922-11.0% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.60% | 242.90%-226.3pp | 75.13%-58.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,161 | $3,084-62.3% | $2,729-57.4% | $4,660-75.1% |
| Participant deferral / active EE | $2,109 | $4,676-54.9% | $4,264-50.5% | $6,688-68.5% |
| Admin fee / account holder | $13,123 | $6,221+111.0% | $5,654+132.1% | $13,397-2.0% |