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 | $106,334 | $102,616+3.6% | $81,983+29.7% | $158,922-33.1% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.2%-14.2pp | 82.0%-27.0pp |
| Annual return | 10.01% | 61.04%-51.0pp | 41.31%-31.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,025 | $3,240-37.5% | $2,498-18.9% | $4,761-57.5% |
| Participant deferral / active EE | $5,457 | $4,648+17.4% | $3,722+46.6% | $5,982-8.8% |
| Admin fee / account holder | $405 | $8,235-95.1% | $5,664-92.9% | $11,246-96.4% |