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 | $111,540 | $102,966+8.3% | $90,281+23.5% | $152,861-27.0% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.4%-26.2pp |
| Annual return | 20.43% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,391 | $3,139-55.7% | $2,854-51.3% | $4,762-70.8% |
| Participant deferral / active EE | $4,072 | $4,281-4.9% | $3,885+4.8% | $5,850-30.4% |
| Admin fee / account holder | $2,697 | $6,171-56.3% | $5,351-49.6% | $11,596-76.7% |