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 | $84,240 | $77,145+9.2% | $108,410-22.3% | $85,850-1.9% |
| Participation rate | 66.7% | 74.7%-8.0pp | 80.1%-13.5pp | 69.3%-2.6pp |
| Annual return | 18.16% | 44.54%-26.4pp | 905.27%-887.1pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,622 | $2,379-31.8% | $3,558-54.4% | $2,565-36.7% |
| Participant deferral / active EE | $3,308 | $5,566-40.6% | $6,563-49.6% | $3,952-16.3% |
| Admin fee / account holder | $418 | $5,172-91.9% | $7,295-94.3% | $6,260-93.3% |