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 | $131,053 | $91,190+43.7% | $178,490-26.6% | $79,858+64.1% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.5pp | 69.6%-10.3pp |
| Annual return | 16.28% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $485 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $2,558 | $3,236-21.0% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $1,910 | $6,751-71.7% | $13,984-86.3% | $5,306-64.0% |