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 | $89,530 | $63,346+41.3% | $92,233-2.9% | $70,131+27.7% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 20.09% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,050 | $2,471-17.0% | $3,679-44.3% | $2,342-12.5% |
| Participant deferral / active EE | $2,033 | $2,854-28.8% | $3,897-47.8% | $3,332-39.0% |
| Admin fee / account holder | $3,119 | $3,840-18.8% | $5,194-39.9% | $4,645-32.9% |