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 | $98,450 | $85,766+14.8% | $136,294-27.8% | $70,131+40.4% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 19.73% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $881 | $2,966-70.3% | $4,695-81.2% | $2,342-62.4% |
| Participant deferral / active EE | $5,020 | $5,051-0.6% | $6,247-19.6% | $3,332+50.7% |
| Admin fee / account holder | $1,785 | $5,420-67.1% | $9,243-80.7% | $4,645-61.6% |