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 | $116,085 | $102,317+13.5% | $146,958-21.0% | $80,856+43.6% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 12.01% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,860 | $3,713-49.9% | $4,933-62.3% | $2,755-32.5% |
| Participant deferral / active EE | $5,160 | $6,644-22.3% | $8,070-36.1% | $4,296+20.1% |
| Admin fee / account holder | $2,970 | $7,941-62.6% | $12,998-77.1% | $6,918-57.1% |