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 | $111,777 | $113,339-1.4% | $94,993+17.7% | $147,584-24.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 13.64% | 20.77%-7.1pp | 27.12%-13.5pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,325 | $3,160-58.1% | $2,603-49.1% | $4,876-72.8% |
| Participant deferral / active EE | $3,378 | $3,777-10.6% | $3,317+1.8% | $5,439-37.9% |
| Admin fee / account holder | $13,126 | $6,063+116.5% | $4,960+164.6% | $10,885+20.6% |