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 | $104,716 | $107,334-2.4% | $92,893+12.7% | $152,861-31.5% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 19.31% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,554 | $4,221-63.2% | $3,653-57.5% | $4,762-67.4% |
| Participant deferral / active EE | $4,532 | $4,845-6.5% | $4,236+7.0% | $5,850-22.5% |
| Admin fee / account holder | $902 | $7,079-87.3% | $5,794-84.4% | $11,596-92.2% |