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 | $92,709 | $102,604-9.6% | $86,188+7.6% | $139,434-33.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.58% | 1922.51%-1906.9pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $756 | $3,032-75.1% | $2,380-68.2% | $4,751-84.1% |
| Participant deferral / active EE | $4,144 | $4,676-11.4% | $3,985+4.0% | $6,710-38.2% |
| Admin fee / account holder | $3,956 | $8,657-54.3% | $6,852-42.3% | $11,403-65.3% |