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 | $62,097 | $85,766-27.6% | $136,294-54.4% | $70,131-11.5% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 20.81% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,791 | $2,966-39.6% | $4,695-61.9% | $2,342-23.5% |
| Participant deferral / active EE | $3,101 | $5,051-38.6% | $6,247-50.4% | $3,332-6.9% |
| Admin fee / account holder | $1,106 | $5,420-79.6% | $9,243-88.0% | $4,645-76.2% |