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 | $117,118 | $85,766+36.6% | $136,294-14.1% | $70,131+67.0% |
| Participation rate | 57.5% | 74.2%-16.7pp | 81.9%-24.4pp | 69.5%-12.0pp |
| Annual return | 19.01% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,032 | $2,966-65.2% | $4,695-78.0% | $2,342-55.9% |
| Participant deferral / active EE | $5,305 | $5,051+5.0% | $6,247-15.1% | $3,332+59.2% |
| Admin fee / account holder | $2,131 | $5,420-60.7% | $9,243-76.9% | $4,645-54.1% |