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 | $64,011 | $48,570+31.8% | $130,648-51.0% | $72,985-12.3% |
| Participation rate | 57.1% | 58.6%-1.4pp | 71.7%-14.6pp | 69.5%-12.3pp |
| Annual return | 23.68% | 38.63%-14.9pp | 1708.96%-1685.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $516 | $1,334-61.3% | $4,092-87.4% | $2,440-78.8% |
| Participant deferral / active EE | $3,271 | $2,384+37.2% | $3,603-9.2% | $3,607-9.3% |
| Admin fee / account holder | $2,177 | $3,549-38.7% | $5,464-60.2% | $5,124-57.5% |