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 | $108,727 | $99,985+8.7% | $146,665-25.9% | $85,850+26.6% |
| Participation rate | 60.7% | 73.1%-12.3pp | 80.1%-19.4pp | 69.3%-8.6pp |
| Annual return | 13.07% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,013 | $2,559-21.3% | $4,136-51.3% | $2,565-21.5% |
| Participant deferral / active EE | $3,128 | $4,006-21.9% | $5,506-43.2% | $3,952-20.8% |
| Admin fee / account holder | $307 | $7,702-96.0% | $10,280-97.0% | $6,260-95.1% |