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 | $112,274 | $78,705+42.7% | $117,854-4.7% | $70,131+60.1% |
| Participation rate | 68.4% | 73.2%-4.8pp | 79.7%-11.2pp | 69.5%-1.1pp |
| Annual return | 16.79% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $926 | $2,223-58.4% | $3,786-75.5% | $2,342-60.5% |
| Participant deferral / active EE | $2,970 | $3,297-9.9% | $4,482-33.7% | $3,332-10.9% |
| Admin fee / account holder | $2,734 | $5,065-46.0% | $8,020-65.9% | $4,645-41.1% |