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 | $102,796 | $85,202+20.7% | $172,739-40.5% | $72,985+40.8% |
| Participation rate | 51.6% | 70.1%-18.4pp | 82.6%-31.0pp | 69.5%-17.9pp |
| Annual return | 18.15% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $575 | $3,324-82.7% | $5,143-88.8% | $2,440-76.4% |
| Participant deferral / active EE | $3,467 | $3,260+6.4% | $5,198-33.3% | $3,607-3.9% |
| Admin fee / account holder | $13,550 | $5,884+130.3% | $13,954-2.9% | $5,124+164.4% |