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 | $93,431 | $52,353+78.5% | $120,225-22.3% | $82,448+13.3% |
| Participation rate | 30.3% | 58.3%-28.1pp | 69.6%-39.3pp | 68.1%-37.8pp |
| Annual return | 17.55% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $450 | $1,510-70.2% | $3,475-87.0% | $2,551-82.4% |
| Participant deferral / active EE | $2,007 | $2,627-23.6% | $3,999-49.8% | $4,139-51.5% |
| Admin fee / account holder | $4,418 | $4,363+1.3% | $5,696-22.4% | $7,234-38.9% |