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 | $145,103 | $95,416+52.1% | $185,823-21.9% | $85,850+69.0% |
| Participation rate | 39.7% | 68.8%-29.0pp | 81.7%-42.0pp | 69.3%-29.6pp |
| Annual return | 17.50% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $719 | $3,314-78.3% | $5,167-86.1% | $2,565-72.0% |
| Participant deferral / active EE | $1,808 | $3,423-47.2% | $5,568-67.5% | $3,952-54.3% |
| Admin fee / account holder | $1,050 | $7,213-85.4% | $16,237-93.5% | $6,260-83.2% |