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 | $92,164 | $86,286+6.8% | $111,297-17.2% | $85,850+7.4% |
| Participation rate | 59.5% | 73.3%-13.9pp | 77.3%-17.9pp | 69.3%-9.9pp |
| Annual return | 54.63% | 19.99%+34.6pp | 54.65%0pp | 318.53%-263.9pp |
| Employer contribution / active EE | $731 | $2,043-64.2% | $2,731-73.2% | $2,565-71.5% |
| Participant deferral / active EE | $3,656 | $3,641+0.4% | $4,487-18.5% | $3,952-7.5% |
| Admin fee / account holder | $4,053 | $8,188-50.5% | $7,964-49.1% | $6,260-35.3% |