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 | $125,889 | $105,181+19.7% | $159,436-21.0% | $85,850+46.6% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 13.57% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $677 | $3,318-79.6% | $4,829-86.0% | $2,565-73.6% |
| Participant deferral / active EE | $5,052 | $5,945-15.0% | $7,352-31.3% | $3,952+27.8% |
| Admin fee / account holder | $910 | $6,933-86.9% | $10,799-91.6% | $6,260-85.5% |