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 | $107,166 | $85,766+25.0% | $136,294-21.4% | $70,131+52.8% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 15.91% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $620 | $2,966-79.1% | $4,695-86.8% | $2,342-73.5% |
| Participant deferral / active EE | $2,481 | $5,051-50.9% | $6,247-60.3% | $3,332-25.5% |
| Admin fee / account holder | $1,586 | $5,420-70.7% | $9,243-82.8% | $4,645-65.9% |