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 | $98,912 | $85,766+15.3% | $136,294-27.4% | $70,131+41.0% |
| Participation rate | 65.9% | 74.2%-8.2pp | 81.9%-16.0pp | 69.5%-3.6pp |
| Annual return | 15.42% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $599 | $2,966-79.8% | $4,695-87.2% | $2,342-74.4% |
| Participant deferral / active EE | $2,827 | $5,051-44.0% | $6,247-54.7% | $3,332-15.2% |
| Admin fee / account holder | $747 | $5,420-86.2% | $9,243-91.9% | $4,645-83.9% |