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 | $58,369 | $63,346-7.9% | $92,233-36.7% | $70,131-16.8% |
| Participation rate | 63.4% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 18.43% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $797 | $2,471-67.7% | $3,679-78.3% | $2,342-66.0% |
| Participant deferral / active EE | $3,211 | $2,854+12.5% | $3,897-17.6% | $3,332-3.6% |
| Admin fee / account holder | $3,035 | $3,840-21.0% | $5,194-41.6% | $4,645-34.7% |