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 | $80,128 | $63,346+26.5% | $92,233-13.1% | $70,131+14.3% |
| Participation rate | 51.7% | 68.7%-16.9pp | 76.5%-24.8pp | 69.5%-17.8pp |
| Annual return | 18.32% | 530.12%-511.8pp | 176.28%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,010 | $2,471-59.1% | $3,679-72.5% | $2,342-56.9% |
| Participant deferral / active EE | $3,276 | $2,854+14.8% | $3,897-15.9% | $3,332-1.7% |
| Admin fee / account holder | $2,118 | $3,840-44.8% | $5,194-59.2% | $4,645-54.4% |