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 | $86,043 | $85,202+1.0% | $172,739-50.2% | $72,985+17.9% |
| Participation rate | 40.3% | 70.1%-29.7pp | 82.6%-42.3pp | 69.5%-29.2pp |
| Annual return | 21.87% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,213 | $3,324-63.5% | $5,143-76.4% | $2,440-50.3% |
| Participant deferral / active EE | $2,738 | $3,260-16.0% | $5,198-47.3% | $3,607-24.1% |
| Admin fee / account holder | $4,053 | $5,884-31.1% | $13,954-71.0% | $5,124-20.9% |