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 | $163,825 | $91,552+78.9% | $133,956+22.3% | $79,858+105.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 19.18% | 61.85%-42.7pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $595 | $2,384-75.0% | $3,919-84.8% | $2,471-75.9% |
| Participant deferral / active EE | $3,083 | $3,733-17.4% | $5,048-38.9% | $3,740-17.6% |
| Admin fee / account holder | $1,367 | $6,321-78.4% | $8,927-84.7% | $5,306-74.2% |