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 | $65,957 | $69,207-4.7% | $64,056+3.0% | $139,434-52.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 11.79% | 45.88%-34.1pp | 33.69%-21.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $5,650 | $3,182+77.5% | $2,747+105.7% | $4,751+18.9% |
| Participant deferral / active EE | $5,855 | $4,682+25.1% | $3,880+50.9% | $6,710-12.7% |
| Admin fee / account holder | $4,034 | $4,244-4.9% | $3,068+31.5% | $11,403-64.6% |