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 | $79,383 | $63,346+25.3% | $92,233-13.9% | $70,131+13.2% |
| Participation rate | 14.9% | 68.7%-53.8pp | 76.5%-61.6pp | 69.5%-54.6pp |
| Annual return | 18.86% | 530.12%-511.3pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $642 | $2,471-74.0% | $3,679-82.5% | $2,342-72.6% |
| Participant deferral / active EE | $1,663 | $2,854-41.7% | $3,897-57.3% | $3,332-50.1% |
| Admin fee / account holder | $3,802 | $3,840-1.0% | $5,194-26.8% | $4,645-18.1% |