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 | $78,733 | $63,346+24.3% | $92,233-14.6% | $70,131+12.3% |
| Participation rate | 37.5% | 68.7%-31.2pp | 76.5%-39.0pp | 69.5%-32.0pp |
| Annual return | 15.56% | 530.12%-514.6pp | 176.28%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $943 | $2,471-61.8% | $3,679-74.4% | $2,342-59.7% |
| Participant deferral / active EE | $2,081 | $2,854-27.1% | $3,897-46.6% | $3,332-37.5% |
| Admin fee / account holder | $5,898 | $3,840+53.6% | $5,194+13.6% | $4,645+27.0% |