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 | $111,956 | $116,175-3.6% | $93,606+19.6% | $152,861-26.8% |
| Participation rate | 30.4% | 78.0%-47.6pp | 75.8%-45.4pp | 82.4%-52.0pp |
| Annual return | 17.68% | 35.96%-18.3pp | 32.76%-15.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,058 | $3,218-67.1% | $2,718-61.1% | $4,762-77.8% |
| Participant deferral / active EE | $1,742 | $4,603-62.1% | $4,069-57.2% | $5,850-70.2% |
| Admin fee / account holder | $872 | $10,748-91.9% | $7,888-88.9% | $11,596-92.5% |