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 | $91,150 | $72,177+26.3% | $115,037-20.8% | $59,632+52.9% |
| Participation rate | 54.9% | 72.6%-17.6pp | 81.4%-26.4pp | 68.7%-13.7pp |
| Annual return | 3.22% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $506 | $2,841-82.2% | $4,608-89.0% | $2,203-77.0% |
| Participant deferral / active EE | $3,395 | $4,783-29.0% | $6,026-43.7% | $3,192+6.4% |
| Admin fee / account holder | $699 | $4,927-85.8% | $8,175-91.4% | $4,297-83.7% |