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 | $104,952 | $91,190+15.1% | $178,490-41.2% | $79,858+31.4% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 15.60% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $967 | $3,256-70.3% | $5,011-80.7% | $2,471-60.9% |
| Participant deferral / active EE | $1,766 | $3,236-45.4% | $5,202-66.1% | $3,740-52.8% |
| Admin fee / account holder | $360 | $6,751-94.7% | $13,984-97.4% | $5,306-93.2% |