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 | $79,748 | $63,346+25.9% | $92,233-13.5% | $70,131+13.7% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 13.45% | 530.12%-516.7pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $987 | $2,471-60.1% | $3,679-73.2% | $2,342-57.9% |
| Participant deferral / active EE | $2,754 | $2,854-3.5% | $3,897-29.3% | $3,332-17.3% |
| Admin fee / account holder | $1,327 | $3,840-65.4% | $5,194-74.4% | $4,645-71.4% |