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 | $90,175 | $68,346+31.9% | $94,646-4.7% | $75,163+20.0% |
| Participation rate | 61.2% | 76.1%-14.9pp | 80.8%-19.6pp | 67.2%-6.0pp |
| Annual return | 23.98% | 616.93%-592.9pp | 156.71%-132.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,718 | $2,701-36.4% | $3,672-53.2% | $2,670-35.6% |
| Participant deferral / active EE | $3,346 | $6,537-48.8% | $7,418-54.9% | $4,125-18.9% |
| Admin fee / account holder | $14,988 | $5,326+181.4% | $7,231+107.3% | $5,651+165.2% |