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 | $83,414 | $63,346+31.7% | $92,233-9.6% | $70,131+18.9% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.4pp |
| Annual return | 14.38% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,096 | $2,471-15.2% | $3,679-43.0% | $2,342-10.5% |
| Participant deferral / active EE | $4,585 | $2,854+60.7% | $3,897+17.7% | $3,332+37.6% |
| Admin fee / account holder | $12,187 | $3,840+217.3% | $5,194+134.6% | $4,645+162.3% |