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 | $133,663 | $105,859+26.3% | $90,160+48.3% | $147,584-9.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 16.82% | 37.63%-20.8pp | 34.88%-18.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,063 | $4,126-74.2% | $3,318-68.0% | $4,876-78.2% |
| Participant deferral / active EE | $2,126 | $5,733-62.9% | $5,288-59.8% | $5,439-60.9% |
| Admin fee / account holder | $1,699 | $8,046-78.9% | $5,943-71.4% | $10,885-84.4% |