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 | $72,317 | $102,317-29.3% | $146,958-50.8% | $80,856-10.6% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.2%-16.0pp | 67.6%-1.4pp |
| Annual return | 15.48% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,283 | $3,713-11.6% | $4,933-33.4% | $2,755+19.2% |
| Participant deferral / active EE | $7,071 | $6,644+6.4% | $8,070-12.4% | $4,296+64.6% |
| Admin fee / account holder | $5,493 | $7,941-30.8% | $12,998-57.7% | $6,918-20.6% |